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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 | $106,928 | $56,431+89.5% | $130,788-18.2% | $87,485+22.2% |
| Participation rate | 86.6% | 58.9%+27.6pp | 70.1%+16.5pp | 68.9%+17.6pp |
| Annual return | 11.51% | 91.27%-79.8pp | 386.44%-374.9pp | 26.06%-14.6pp |
| Employer contribution / active EE | $1,962 | $1,549+26.7% | $3,558-44.9% | $2,596-24.4% |
| Participant deferral / active EE | $5,244 | $2,749+90.7% | $4,137+26.8% | $4,274+22.7% |
| Admin fee / account holder | $1,183 | $4,433-73.3% | $6,673-82.3% | $7,775-84.8% |