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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 | $158,405 | $102,595+54.4% | $94,057+68.4% | $154,746+2.4% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 80.7%+9.3pp |
| Annual return | 8.83% | 583.42%-574.6pp | 480.62%-471.8pp | 172.34%-163.5pp |
| Employer contribution / active EE | $784 | $3,147-75.1% | $2,933-73.3% | $4,379-82.1% |
| Participant deferral / active EE | $4,251 | $5,118-16.9% | $4,709-9.7% | $6,730-36.8% |
| Admin fee / account holder | $15,799 | $7,736+104.2% | $7,244+118.1% | $14,365+10.0% |