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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 | $147,602 | $51,638+185.8% | $68,368+115.9% | $82,448+79.0% |
| Participation rate | 82.5% | 63.6%+18.9pp | 73.8%+8.7pp | 68.1%+14.4pp |
| Annual return | 13.34% | 37.53%-24.2pp | 292.57%-279.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,976 | $2,047+94.3% | $2,649+50.1% | $2,551+55.9% |
| Participant deferral / active EE | $6,646 | $2,914+128.1% | $4,123+61.2% | $4,139+60.6% |
| Admin fee / account holder | $19,637 | $4,643+322.9% | $5,150+281.3% | $7,234+171.4% |