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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 | $67,669 | $22,602+199.4% | $65,566+3.2% | $75,173-10.0% |
| Participation rate | 91.8% | 63.1%+28.7pp | 64.9%+26.9pp | 67.2%+24.6pp |
| Annual return | 13.69% | 71.13%-57.4pp | 47.40%-33.7pp | 160.72%-147.0pp |
| Employer contribution / active EE | $2,406 | $941+155.7% | $1,692+42.2% | $2,671-9.9% |
| Participant deferral / active EE | $4,812 | $1,695+183.9% | $2,832+69.9% | $4,126+16.6% |
| Admin fee / account holder | $11,558 | $1,877+515.7% | $4,114+180.9% | $5,651+104.5% |