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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 | $104,028 | $72,071+44.3% | $68,368+52.2% | $137,256-24.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 11.99% | 353.14%-341.1pp | 292.57%-280.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $5,333 | $2,788+91.3% | $2,649+101.3% | $4,156+28.3% |
| Participant deferral / active EE | $5,058 | $4,410+14.7% | $4,123+22.7% | $6,407-21.1% |
| Admin fee / account holder | $4,755 | $5,336-10.9% | $5,150-7.7% | $12,270-61.2% |