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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 | $83,273 | $80,812+3.0% | $160,784-48.2% | $82,448+1.0% |
| Participation rate | 89.7% | 66.2%+23.5pp | 77.0%+12.8pp | 68.1%+21.7pp |
| Annual return | 11.38% | 100.59%-89.2pp | 1803.92%-1792.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $2,422 | $2,174+11.4% | $3,733-35.1% | $2,551-5.1% |
| Participant deferral / active EE | $8,333 | $4,335+92.2% | $6,293+32.4% | $4,139+101.3% |
| Admin fee / account holder | $7,522 | $7,695-2.3% | $9,717-22.6% | $7,234+4.0% |