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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 | $89,794 | $72,071+24.6% | $68,368+31.3% | $137,256-34.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.68% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,434 | $2,788-12.7% | $2,649-8.1% | $4,156-41.4% |
| Participant deferral / active EE | $4,633 | $4,410+5.0% | $4,123+12.4% | $6,407-27.7% |
| Admin fee / account holder | $3,753 | $5,336-29.7% | $5,150-27.1% | $12,270-69.4% |