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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 | $140,426 | $77,157+82.0% | $108,405+29.5% | $85,847+63.6% |
| Participation rate | 80.0% | 74.7%+5.3pp | 80.1%-0.1pp | 69.3%+10.7pp |
| Annual return | 10.84% | 44.55%-33.7pp | 905.55%-894.7pp | 318.61%-307.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,882 | $5,567-48.2% | $6,563-56.1% | $3,952-27.1% |
| Admin fee / account holder | $8,817 | $5,174+70.4% | $7,297+20.8% | $6,261+40.8% |