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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 | $73,218 | $102,385-28.5% | $147,080-50.2% | $80,935-9.5% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+30.0pp |
| Annual return | 11.54% | 135.09%-123.6pp | 420.17%-408.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $2,850 | $3,717-23.3% | $4,933-42.2% | $2,757+3.4% |
| Participant deferral / active EE | $8,125 | $6,651+22.2% | $8,066+0.7% | $4,299+89.0% |
| Admin fee / account holder | $24,632 | $7,951+209.8% | $12,989+89.6% | $6,924+255.7% |