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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 | $154,754-50.8% | $124,206-38.7% | $138,895-45.2% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.6%+8.2pp | 79.9%-2.1pp |
| Annual return | 5.52% | 709.28%-703.8pp | 515.27%-509.7pp | 145.39%-139.9pp |
| Employer contribution / active EE | $7,306 | $4,446+64.3% | $3,540+106.4% | $4,194+74.2% |
| Participant deferral / active EE | $3,445 | $4,621-25.4% | $3,968-13.2% | $6,396-46.1% |
| Admin fee / account holder | $79,860 | $6,690+1093.8% | $5,929+1247.0% | $12,562+535.7% |