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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 | $29,736+423.3% | $56,033+177.7% | $80,935+92.3% |
| Participation rate | 92.6% | 41.7%+50.9pp | 52.5%+40.1pp | 67.7%+24.9pp |
| Annual return | 8.81% | 35.28%-26.5pp | 1711.38%-1702.6pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,866 | $671+177.8% | $1,041+79.2% | $2,757-32.3% |
| Participant deferral / active EE | $3,652 | $1,228+197.3% | $1,954+86.9% | $4,299-15.1% |
| Admin fee / account holder | $9,737 | $2,434+300.1% | $2,827+244.4% | $6,924+40.6% |