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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 | $122,727 | $102,382+19.9% | $147,005-16.5% | $80,874+51.8% |
| Participation rate | 74.3% | 75.8%-1.6pp | 82.2%-7.9pp | 67.6%+6.6pp |
| Annual return | 7.90% | 134.89%-127.0pp | 418.76%-410.9pp | 35.62%-27.7pp |
| Employer contribution / active EE | $2,450 | $3,715-34.0% | $4,934-50.3% | $2,756-11.1% |
| Participant deferral / active EE | $8,636 | $6,646+29.9% | $8,070+7.0% | $4,297+101.0% |
| Admin fee / account holder | $4,593 | $7,942-42.2% | $13,006-64.7% | $6,935-33.8% |