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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 | $178,365 | $72,071+147.5% | $68,368+160.9% | $137,256+30.0% |
| Participation rate | 87.0% | 76.2%+10.7pp | 73.8%+13.2pp | 80.0%+7.0pp |
| Annual return | 10.10% | 353.14%-343.0pp | 292.57%-282.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $5,435 | $2,788+94.9% | $2,649+105.2% | $4,156+30.8% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $43,765 | $5,336+720.2% | $5,150+749.8% | $12,270+256.7% |