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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 | $56,982 | $88,754-35.8% | $81,820-30.4% | $145,877-60.9% |
| Participation rate | 90.5% | 75.1%+15.4pp | 72.4%+18.1pp | 80.3%+10.2pp |
| Annual return | 8.16% | 1031.77%-1023.6pp | 777.93%-769.8pp | 551.28%-543.1pp |
| Employer contribution / active EE | $2,912 | $3,085-5.6% | $2,915-0.1% | $4,663-37.6% |
| Participant deferral / active EE | $4,372 | $4,648-5.9% | $4,323+1.1% | $6,691-34.7% |
| Admin fee / account holder | $7,085 | $8,424-15.9% | $7,391-4.1% | $13,402-47.1% |