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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 | $102,393+35.4% | $147,041-5.7% | $80,911+71.3% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 8.96% | 134.95%-126.0pp | 419.21%-410.3pp | 35.63%-26.7pp |
| Employer contribution / active EE | $2,115 | $3,715-43.1% | $4,935-57.2% | $2,756-23.3% |
| Participant deferral / active EE | $6,759 | $6,647+1.7% | $8,071-16.3% | $4,297+57.3% |
| Admin fee / account holder | $1,668 | $7,943-79.0% | $13,006-87.2% | $6,935-75.9% |