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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 | $126,365 | $102,638+23.1% | $81,982+54.1% | $158,982-20.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 3.48% | 61.05%-57.6pp | 41.31%-37.8pp | 302.99%-299.5pp |
| Employer contribution / active EE | $849 | $3,241-73.8% | $2,498-66.0% | $4,763-82.2% |
| Participant deferral / active EE | $4,828 | $4,649+3.9% | $3,722+29.7% | $5,983-19.3% |
| Admin fee / account holder | $6,111 | $8,237-25.8% | $5,665+7.9% | $11,252-45.7% |