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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 | $115,795 | $88,778+30.4% | $81,844+41.5% | $145,884-20.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 8.63% | 1033.03%-1024.4pp | 778.87%-770.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,567 | $3,087-49.2% | $2,916-46.3% | $4,662-66.4% |
| Participant deferral / active EE | $5,828 | $4,648+25.4% | $4,323+34.8% | $6,690-12.9% |
| Admin fee / account holder | $971 | $8,430-88.5% | $7,355-86.8% | $13,392-92.8% |