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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 | $80,333 | $72,071+11.5% | $68,368+17.5% | $137,256-41.5% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 13.03% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,921 | $2,788+40.7% | $2,649+48.0% | $4,156-5.6% |
| Participant deferral / active EE | $11,667 | $4,410+164.6% | $4,123+183.0% | $6,407+82.1% |
| Admin fee / account holder | $21,124 | $5,336+295.9% | $5,150+310.2% | $12,270+72.2% |