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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 | $70,366+14.2% | $66,674+20.5% | $138,895-42.2% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 13.03% | 386.41%-373.4pp | 321.24%-308.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $3,921 | $2,765+41.8% | $2,620+49.7% | $4,194-6.5% |
| Participant deferral / active EE | $11,667 | $4,374+166.7% | $4,084+185.7% | $6,396+82.4% |
| Admin fee / account holder | $21,124 | $5,262+301.4% | $5,098+314.4% | $12,562+68.2% |