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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 | $88,792 | $72,071+23.2% | $68,368+29.9% | $137,256-35.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.36% | 353.14%-340.8pp | 292.57%-280.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $4,444 | $2,788+59.4% | $2,649+67.8% | $4,156+6.9% |
| Participant deferral / active EE | $5,872 | $4,410+33.2% | $4,123+42.4% | $6,407-8.3% |
| Admin fee / account holder | $25,921 | $5,336+385.8% | $5,150+403.3% | $12,270+111.3% |