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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 | $72,071+17.4% | $68,368+23.8% | $137,256-38.3% |
| Participation rate | 90.5% | 76.2%+14.2pp | 73.8%+16.7pp | 80.0%+10.5pp |
| Annual return | 12.38% | 353.14%-340.8pp | 292.57%-280.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,593 | $2,788-7.0% | $2,649-2.1% | $4,156-37.6% |
| Participant deferral / active EE | $2,764 | $4,410-37.3% | $4,123-33.0% | $6,407-56.9% |
| Admin fee / account holder | $1,331 | $5,336-75.1% | $5,150-74.2% | $12,270-89.2% |