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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 | $138,614 | $102,422+35.3% | $147,117-5.8% | $80,959+71.2% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 8.96% | 135.16%-126.2pp | 420.54%-411.6pp | 35.67%-26.7pp |
| Employer contribution / active EE | $2,115 | $3,717-43.1% | $4,932-57.1% | $2,757-23.3% |
| Participant deferral / active EE | $6,759 | $6,652+1.6% | $8,065-16.2% | $4,300+57.2% |
| Admin fee / account holder | $1,668 | $7,953-79.0% | $12,993-87.2% | $6,925-75.9% |