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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 | $111,561 | $72,071+54.8% | $68,368+63.2% | $137,256-18.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 9.56% | 353.14%-343.6pp | 292.57%-283.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $7,616 | $2,788+173.2% | $2,649+187.5% | $4,156+83.2% |
| Participant deferral / active EE | $10,106 | $4,410+129.2% | $4,123+145.1% | $6,407+57.7% |
| Admin fee / account holder | $21,921 | $5,336+310.9% | $5,150+325.7% | $12,270+78.7% |