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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 | $63,830 | $106,008-39.8% | $92,240-30.8% | $147,586-56.8% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 8.92% | 50.05%-41.1pp | 176.29%-167.4pp | 578.59%-569.7pp |
| Employer contribution / active EE | $1,824 | $4,333-57.9% | $3,680-50.4% | $4,876-62.6% |
| Participant deferral / active EE | $6,495 | $4,478+45.0% | $3,897+66.7% | $5,439+19.4% |
| Admin fee / account holder | $541 | $6,333-91.5% | $5,194-89.6% | $10,886-95.0% |