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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 | $91,257 | $72,071+26.6% | $68,368+33.5% | $137,256-33.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 11.63% | 353.14%-341.5pp | 292.57%-280.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,157 | $2,788-22.6% | $2,649-18.6% | $4,156-48.1% |
| Participant deferral / active EE | $5,800 | $4,410+31.5% | $4,123+40.7% | $6,407-9.5% |
| Admin fee / account holder | $482 | $5,336-91.0% | $5,150-90.6% | $12,270-96.1% |