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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 | $208,864 | $51,638+304.5% | $68,368+205.5% | $82,448+153.3% |
| Participation rate | 86.7% | 63.6%+23.1pp | 73.8%+12.9pp | 68.1%+18.6pp |
| Annual return | 13.04% | 37.53%-24.5pp | 292.57%-279.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $4,341 | $2,047+112.1% | $2,649+63.9% | $2,551+70.2% |
| Participant deferral / active EE | $7,945 | $2,914+172.7% | $4,123+92.7% | $4,139+91.9% |
| Admin fee / account holder | $15,343 | $4,643+230.4% | $5,150+197.9% | $7,234+112.1% |