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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 | $50,798 | $58,311-12.9% | $81,882-38.0% | $80,959-37.3% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 9.21% | 41.85%-32.6pp | 779.47%-770.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $4,038 | $2,347+72.1% | $2,916+38.5% | $2,757+46.4% |
| Participant deferral / active EE | $8,937 | $3,287+171.9% | $4,323+106.7% | $4,300+107.8% |
| Admin fee / account holder | $5,052 | $4,752+6.3% | $7,360-31.4% | $6,925-27.1% |