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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 | $134,208 | $53,063+152.9% | $124,206+8.1% | $82,637+62.4% |
| Participation rate | 87.5% | 58.4%+29.1pp | 69.6%+17.9pp | 68.1%+19.4pp |
| Annual return | 11.79% | 68.87%-57.1pp | 515.27%-503.5pp | 53.51%-41.7pp |
| Employer contribution / active EE | $2,779 | $1,530+81.6% | $3,540-21.5% | $2,552+8.9% |
| Participant deferral / active EE | $5,584 | $2,644+111.2% | $3,968+40.7% | $4,126+35.3% |
| Admin fee / account holder | $454 | $4,281-89.4% | $5,929-92.3% | $7,339-93.8% |