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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 | $26,667 | $183,539-85.5% | $155,556-82.9% | $145,897-81.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 7.44% | 61.31%-53.9pp | 64.84%-57.4pp | 552.29%-544.8pp |
| Employer contribution / active EE | $2,606 | $5,315-51.0% | $4,675-44.3% | $4,663-44.1% |
| Participant deferral / active EE | $5,318 | $6,467-17.8% | $5,631-5.6% | $6,689-20.5% |
| Admin fee / account holder | $784 | $19,275-95.9% | $15,885-95.1% | $13,390-94.1% |