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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 | $90,189 | $29,319+207.6% | $52,425+72.0% | $82,448+9.4% |
| Participation rate | 82.4% | 46.9%+35.5pp | 55.6%+26.7pp | 68.1%+14.3pp |
| Annual return | 12.73% | 535.20%-522.5pp | 302.12%-289.4pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,828 | $586+382.3% | $914+209.4% | $2,551+10.9% |
| Participant deferral / active EE | $3,730 | $1,171+218.5% | $1,790+108.3% | $4,139-9.9% |
| Admin fee / account holder | $14,670 | $1,962+647.7% | $2,495+488.0% | $7,234+102.8% |