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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 | $58,364 | $23,330+150.2% | $64,489-9.5% | $82,448-29.2% |
| Participation rate | 93.5% | 68.3%+25.2pp | 67.7%+25.8pp | 68.1%+25.4pp |
| Annual return | 8.43% | 83.66%-75.2pp | 55.03%-46.6pp | 41.64%-33.2pp |
| Employer contribution / active EE | $2,272 | $824+175.6% | $1,523+49.1% | $2,551-10.9% |
| Participant deferral / active EE | $4,427 | $1,707+159.3% | $2,778+59.3% | $4,139+6.9% |
| Admin fee / account holder | $4,962 | $2,946+68.4% | $4,260+16.5% | $7,234-31.4% |