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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 | $54,732 | $47,479+15.3% | $62,929-13.0% | $82,448-33.6% |
| Participation rate | 93.2% | 66.9%+26.3pp | 73.1%+20.1pp | 68.1%+25.1pp |
| Annual return | 9.37% | 20.34%-11.0pp | 1063.93%-1054.6pp | 41.64%-32.3pp |
| Employer contribution / active EE | $6,328 | $1,885+235.6% | $2,505+152.6% | $2,551+148.1% |
| Participant deferral / active EE | $5,750 | $2,870+100.3% | $3,888+47.9% | $4,139+38.9% |
| Admin fee / account holder | $9,279 | $3,804+143.9% | $5,065+83.2% | $7,234+28.3% |