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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 | $169,912 | $72,071+135.8% | $68,368+148.5% | $137,256+23.8% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 10.99% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $4,135 | $2,788+48.3% | $2,649+56.1% | $4,156-0.5% |
| Participant deferral / active EE | $13,764 | $4,410+212.1% | $4,123+233.9% | $6,407+114.8% |
| Admin fee / account holder | $6,816 | $5,336+27.8% | $5,150+32.4% | $12,270-44.4% |