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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 | $59,340 | $90,691-34.6% | $76,119-22.0% | $145,884-59.3% |
| Participation rate | 91.3% | 74.5%+16.8pp | 69.1%+22.2pp | 80.3%+11.0pp |
| Annual return | 6.44% | 624.52%-618.1pp | 361.25%-354.8pp | 551.85%-545.4pp |
| Employer contribution / active EE | $2,689 | $3,329-19.2% | $2,693-0.2% | $4,662-42.3% |
| Participant deferral / active EE | $5,950 | $5,167+15.2% | $4,259+39.7% | $6,690-11.1% |
| Admin fee / account holder | $5,412 | $8,383-35.4% | $6,421-15.7% | $13,392-59.6% |