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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 | $201,812 | $129,737+55.6% | $119,126+69.4% | $154,746+30.4% |
| Participation rate | 80.0% | 78.9%+1.1pp | 75.8%+4.2pp | 80.7%-0.7pp |
| Annual return | 7.34% | 379.08%-371.7pp | 282.11%-274.8pp | 172.34%-165.0pp |
| Employer contribution / active EE | $2,540 | $4,375-42.0% | $4,034-37.0% | $4,379-42.0% |
| Participant deferral / active EE | $4,528 | $5,842-22.5% | $5,318-14.9% | $6,730-32.7% |
| Admin fee / account holder | $1,673 | $11,961-86.0% | $10,693-84.4% | $14,365-88.4% |