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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 | $109,567 | $103,038+6.3% | $90,324+21.3% | $152,909-28.3% |
| Participation rate | 86.4% | 75.9%+10.5pp | 73.3%+13.1pp | 82.5%+3.9pp |
| Annual return | 5.80% | 95.25%-89.5pp | 78.15%-72.4pp | 345.46%-339.7pp |
| Employer contribution / active EE | $9,003 | $3,141+186.7% | $2,856+215.3% | $4,764+89.0% |
| Participant deferral / active EE | $5,396 | $4,282+26.0% | $3,885+38.9% | $5,851-7.8% |
| Admin fee / account holder | $7,885 | $6,177+27.6% | $5,356+47.2% | $11,601-32.0% |