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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 | $76,094 | $149,040-48.9% | $120,225-36.7% | $137,256-44.6% |
| Participation rate | 77.8% | 75.4%+2.4pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 5.52% | 605.68%-600.2pp | 439.23%-433.7pp | 220.34%-214.8pp |
| Employer contribution / active EE | $7,306 | $4,350+68.0% | $3,475+110.2% | $4,156+75.8% |
| Participant deferral / active EE | $3,445 | $4,655-26.0% | $3,999-13.8% | $6,407-46.2% |
| Admin fee / account holder | $79,860 | $6,348+1158.1% | $5,696+1302.0% | $12,270+550.8% |