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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 | $97,049 | $60,139+61.4% | $90,461+7.3% | $79,856+21.5% |
| Participation rate | 97.4% | 65.0%+32.4pp | 72.7%+24.7pp | 69.6%+27.8pp |
| Annual return | 5.36% | 71.96%-66.6pp | 1294.76%-1289.4pp | 31.71%-26.4pp |
| Employer contribution / active EE | $3,079 | $2,069+48.8% | $3,264-5.7% | $2,471+24.6% |
| Participant deferral / active EE | $2,435 | $2,939-17.2% | $3,964-38.6% | $3,741-34.9% |
| Admin fee / account holder | $11,570 | $3,978+190.8% | $5,617+106.0% | $5,306+118.0% |