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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 | $84,637 | $70,366+20.3% | $66,674+26.9% | $138,895-39.1% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.7%+16.8pp | 79.9%+10.6pp |
| Annual return | 12.38% | 386.41%-374.0pp | 321.24%-308.9pp | 145.39%-133.0pp |
| Employer contribution / active EE | $2,593 | $2,765-6.2% | $2,620-1.0% | $4,194-38.2% |
| Participant deferral / active EE | $2,764 | $4,374-36.8% | $4,084-32.3% | $6,396-56.8% |
| Admin fee / account holder | $1,331 | $5,262-74.7% | $5,098-73.9% | $12,562-89.4% |