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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 | $121,814 | $102,595+18.7% | $94,057+29.5% | $154,746-21.3% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 9.74% | 583.42%-573.7pp | 480.62%-470.9pp | 172.34%-162.6pp |
| Employer contribution / active EE | $3,552 | $3,147+12.9% | $2,933+21.1% | $4,379-18.9% |
| Participant deferral / active EE | $8,835 | $5,118+72.6% | $4,709+87.6% | $6,730+31.3% |
| Admin fee / account holder | $12,724 | $7,736+64.5% | $7,244+75.6% | $14,365-11.4% |