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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 | $103,558 | $102,393+1.1% | $147,041-29.6% | $80,911+28.0% |
| Participation rate | 77.1% | 75.9%+1.3pp | 82.2%-5.0pp | 67.6%+9.5pp |
| Annual return | 10.28% | 134.95%-124.7pp | 419.21%-408.9pp | 35.63%-25.3pp |
| Employer contribution / active EE | $2,374 | $3,715-36.1% | $4,935-51.9% | $2,756-13.8% |
| Participant deferral / active EE | $9,497 | $6,647+42.9% | $8,071+17.7% | $4,297+121.0% |
| Admin fee / account holder | $12,490 | $7,943+57.2% | $13,006-4.0% | $6,935+80.1% |