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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 | $167,030-54.4% | $135,768-44.0% | $155,188-51.0% |
| Participation rate | 77.8% | 76.2%+1.6pp | 71.1%+6.7pp | 80.8%-3.0pp |
| Annual return | 5.52% | 678.39%-672.9pp | 526.10%-520.6pp | 148.84%-143.3pp |
| Employer contribution / active EE | $7,306 | $4,132+76.8% | $3,394+115.3% | $4,248+72.0% |
| Participant deferral / active EE | $3,445 | $4,528-23.9% | $3,977-13.4% | $6,531-47.2% |
| Admin fee / account holder | $79,860 | $8,172+877.3% | $7,048+1033.0% | $14,480+451.5% |