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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 | $104,877 | $57,305+83.0% | $86,640+21.0% | $75,173+39.5% |
| Participation rate | 96.1% | 63.2%+32.9pp | 71.7%+24.4pp | 67.2%+28.9pp |
| Annual return | 11.62% | 2674.24%-2662.6pp | 592.52%-580.9pp | 160.72%-149.1pp |
| Employer contribution / active EE | $2,439 | $2,316+5.3% | $3,024-19.4% | $2,671-8.7% |
| Participant deferral / active EE | $2,619 | $3,320-21.1% | $4,438-41.0% | $4,126-36.5% |
| Admin fee / account holder | $2,776 | $4,116-32.6% | $5,616-50.6% | $5,651-50.9% |