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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 | $194,036 | $72,071+169.2% | $68,368+183.8% | $137,256+41.4% |
| Participation rate | 82.4% | 76.2%+6.1pp | 73.8%+8.6pp | 80.0%+2.4pp |
| Annual return | 11.61% | 353.14%-341.5pp | 292.57%-281.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,854 | $4,410-12.6% | $4,123-6.5% | $6,407-39.8% |
| Admin fee / account holder | $4,101 | $5,336-23.1% | $5,150-20.4% | $12,270-66.6% |