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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 | $183,858 | $105,200+74.8% | $159,474+15.3% | $85,847+114.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 12.04% | 45.08%-33.0pp | 263.68%-251.6pp | 318.61%-306.6pp |
| Employer contribution / active EE | $4,237 | $3,319+27.7% | $4,831-12.3% | $2,565+65.1% |
| Participant deferral / active EE | $9,753 | $5,946+64.0% | $7,353+32.6% | $3,952+146.8% |
| Admin fee / account holder | $4,923 | $6,934-29.0% | $10,802-54.4% | $6,261-21.4% |