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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 | $84,288 | $28,624+194.5% | $53,647+57.1% | $82,637+2.0% |
| Participation rate | 78.6% | 47.3%+31.3pp | 56.3%+22.3pp | 68.1%+10.5pp |
| Annual return | 13.84% | 664.98%-651.1pp | 358.33%-344.5pp | 53.51%-39.7pp |
| Employer contribution / active EE | $1,339 | $637+110.3% | $962+39.2% | $2,552-47.5% |
| Participant deferral / active EE | $3,576 | $1,196+199.0% | $1,813+97.2% | $4,126-13.3% |
| Admin fee / account holder | $1,945 | $2,022-3.8% | $2,460-20.9% | $7,339-73.5% |