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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 | $224,549 | $103,008+118.0% | $90,304+148.7% | $152,897+46.9% |
| Participation rate | 73.9% | 75.9%-2.0pp | 73.3%+0.6pp | 82.5%-8.5pp |
| Annual return | 3.08% | 95.22%-92.1pp | 78.13%-75.1pp | 345.43%-342.3pp |
| Employer contribution / active EE | $6,271 | $3,139+99.8% | $2,855+119.7% | $4,764+31.6% |
| Participant deferral / active EE | $3,992 | $4,281-6.8% | $3,885+2.8% | $5,851-31.8% |
| Admin fee / account holder | $3,973 | $6,175-35.7% | $5,354-25.8% | $11,599-65.7% |