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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 | $110,019 | $68,097+61.6% | $62,929+74.8% | $137,256-19.8% |
| Participation rate | 95.7% | 77.4%+18.2pp | 73.1%+22.5pp | 80.0%+15.7pp |
| Annual return | 9.90% | 1859.11%-1849.2pp | 1063.93%-1054.0pp | 220.34%-210.4pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,724 | $4,553+3.8% | $3,888+21.5% | $6,407-26.3% |
| Admin fee / account holder | $4,197 | $6,521-35.6% | $5,065-17.1% | $12,270-65.8% |