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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 | $70,072 | $53,063+32.1% | $124,206-43.6% | $82,637-15.2% |
| Participation rate | 72.0% | 58.4%+13.6pp | 69.6%+2.4pp | 68.1%+3.9pp |
| Annual return | 12.58% | 68.87%-56.3pp | 515.27%-502.7pp | 53.51%-40.9pp |
| Employer contribution / active EE | $2,292 | $1,530+49.8% | $3,540-35.3% | $2,552-10.2% |
| Participant deferral / active EE | $5,867 | $2,644+121.9% | $3,968+47.9% | $4,126+42.2% |
| Admin fee / account holder | $18,715 | $4,281+337.2% | $5,929+215.7% | $7,339+155.0% |