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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 | $88,702+30.5% | $81,780+41.6% | $145,978-20.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 8.63% | 1029.12%-1020.5pp | 776.27%-767.6pp | 550.52%-541.9pp |
| Employer contribution / active EE | $1,567 | $3,084-49.2% | $2,914-46.2% | $4,662-66.4% |
| Participant deferral / active EE | $5,828 | $4,645+25.5% | $4,321+34.9% | $6,690-12.9% |
| Admin fee / account holder | $971 | $8,414-88.5% | $7,384-86.9% | $13,400-92.8% |