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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 | $147,803 | $72,071+105.1% | $68,368+116.2% | $137,256+7.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 10.86% | 353.14%-342.3pp | 292.57%-281.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $6,256 | $2,788+124.4% | $2,649+136.2% | $4,156+50.5% |
| Participant deferral / active EE | $2,833 | $4,410-35.8% | $4,123-31.3% | $6,407-55.8% |
| Admin fee / account holder | $13,230 | $5,336+148.0% | $5,150+156.9% | $12,270+7.8% |