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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 | $151,744 | $88,778+70.9% | $81,844+85.4% | $145,884+4.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 8.24% | 1033.03%-1024.8pp | 778.87%-770.6pp | 551.85%-543.6pp |
| Employer contribution / active EE | $3,044 | $3,087-1.4% | $2,916+4.4% | $4,662-34.7% |
| Participant deferral / active EE | $7,566 | $4,648+62.8% | $4,323+75.0% | $6,690+13.1% |
| Admin fee / account holder | $1,981 | $8,430-76.5% | $7,355-73.1% | $13,392-85.2% |