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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 | $109,675 | $73,518+49.2% | $63,003+74.1% | $147,585-25.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 8.36% | 175.46%-167.1pp | 87.59%-79.2pp | 578.57%-570.2pp |
| Employer contribution / active EE | $4,007 | $3,322+20.6% | $2,760+45.2% | $4,876-17.8% |
| Participant deferral / active EE | $13,232 | $4,183+216.3% | $3,329+297.5% | $5,439+143.3% |
| Admin fee / account holder | $2,884 | $5,952-51.6% | $3,600-19.9% | $10,885-73.5% |