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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 | $155,606 | $29,733+423.3% | $56,025+177.7% | $80,959+92.2% |
| Participation rate | 92.6% | 41.7%+50.9pp | 52.5%+40.1pp | 67.7%+24.9pp |
| Annual return | 8.81% | 35.28%-26.5pp | 1712.69%-1703.9pp | 35.67%-26.9pp |
| Employer contribution / active EE | $1,866 | $672+177.7% | $1,042+79.1% | $2,757-32.3% |
| Participant deferral / active EE | $3,652 | $1,229+197.1% | $1,955+86.9% | $4,300-15.1% |
| Admin fee / account holder | $9,737 | $2,434+300.1% | $2,828+244.3% | $6,925+40.6% |