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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 | $148,938 | $49,897+198.5% | $80,648+84.7% | $75,177+98.1% |
| Participation rate | 96.9% | 55.3%+41.5pp | 67.0%+29.9pp | 67.2%+29.7pp |
| Annual return | 9.88% | 34.68%-24.8pp | 937.21%-927.3pp | 160.75%-150.9pp |
| Employer contribution / active EE | $5,045 | $1,699+196.9% | $2,724+85.2% | $2,671+88.9% |
| Participant deferral / active EE | $5,628 | $2,992+88.1% | $4,443+26.7% | $4,126+36.4% |
| Admin fee / account holder | $11,010 | $3,579+207.7% | $5,382+104.6% | $5,651+94.8% |