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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 | $89,209 | $49,199+81.3% | $121,210-26.4% | $75,177+18.7% |
| Participation rate | 87.3% | 55.4%+31.8pp | 69.5%+17.7pp | 67.2%+20.1pp |
| Annual return | 9.96% | 56.04%-46.1pp | 987.41%-977.5pp | 160.75%-150.8pp |
| Employer contribution / active EE | $1,988 | $1,547+28.5% | $4,171-52.3% | $2,671-25.6% |
| Participant deferral / active EE | $5,559 | $2,630+111.4% | $4,084+36.1% | $4,126+34.7% |
| Admin fee / account holder | $1,766 | $3,946-55.3% | $5,647-68.7% | $5,651-68.8% |