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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 | $80,803 | $51,638+56.5% | $68,368+18.2% | $82,448-2.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 12.13% | 37.53%-25.4pp | 292.57%-280.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $789 | $2,047-61.5% | $2,649-70.2% | $2,551-69.1% |
| Participant deferral / active EE | $4,952 | $2,914+70.0% | $4,123+20.1% | $4,139+19.6% |
| Admin fee / account holder | $16,183 | $4,643+248.5% | $5,150+214.2% | $7,234+123.7% |