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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 | $52,203 | $148,623-64.9% | $135,974-61.6% | $139,466-62.6% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 6.46% | 79.30%-72.8pp | 68.30%-61.8pp | 373.66%-367.2pp |
| Employer contribution / active EE | $2,995 | $5,246-42.9% | $4,859-38.4% | $4,754-37.0% |
| Participant deferral / active EE | $2,600 | $8,103-67.9% | $7,760-66.5% | $6,712-61.3% |
| Admin fee / account holder | $27,470 | $12,406+121.4% | $10,767+155.1% | $11,409+140.8% |