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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 | $168,464 | $58,311+188.9% | $81,882+105.7% | $80,959+108.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 9.23% | 41.85%-32.6pp | 779.47%-770.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $4,481 | $2,347+90.9% | $2,916+53.7% | $2,757+62.5% |
| Participant deferral / active EE | $6,752 | $3,287+105.4% | $4,323+56.2% | $4,300+57.0% |
| Admin fee / account holder | $4,033 | $4,752-15.1% | $7,360-45.2% | $6,925-41.8% |