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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,671 | $51,638+71.7% | $68,368+29.7% | $82,448+7.5% |
| Participation rate | 71.4% | 63.6%+7.8pp | 73.8%-2.3pp | 68.1%+3.4pp |
| Annual return | 7.53% | 37.53%-30.0pp | 292.57%-285.0pp | 41.64%-34.1pp |
| Employer contribution / active EE | $5,581 | $2,047+172.7% | $2,649+110.7% | $2,551+118.8% |
| Participant deferral / active EE | $4,597 | $2,914+57.8% | $4,123+11.5% | $4,139+11.1% |
| Admin fee / account holder | $11,517 | $4,643+148.0% | $5,150+123.6% | $7,234+59.2% |