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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 | $88,633 | $23,330+279.9% | $64,489+37.4% | $82,448+7.5% |
| Participation rate | 84.6% | 68.3%+16.3pp | 67.7%+16.9pp | 68.1%+16.5pp |
| Annual return | 13.18% | 83.66%-70.5pp | 55.03%-41.8pp | 41.64%-28.5pp |
| Employer contribution / active EE | $2,310 | $824+180.2% | $1,523+51.7% | $2,551-9.4% |
| Participant deferral / active EE | $4,630 | $1,707+171.2% | $2,778+66.7% | $4,139+11.9% |
| Admin fee / account holder | $4,948 | $2,946+68.0% | $4,260+16.2% | $7,234-31.6% |