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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 | $51,184+6.9% | $66,439-17.6% | $86,983-37.1% |
| Participation rate | 93.2% | 68.5%+24.7pp | 74.5%+18.7pp | 69.5%+23.6pp |
| Annual return | 9.37% | 17.07%-7.7pp | 757.66%-748.3pp | 25.83%-16.5pp |
| Employer contribution / active EE | $6,328 | $2,023+212.8% | $2,637+140.0% | $2,584+144.8% |
| Participant deferral / active EE | $5,750 | $2,927+96.4% | $3,876+48.3% | $4,194+37.1% |
| Admin fee / account holder | $9,279 | $4,154+123.4% | $6,173+50.3% | $7,856+18.1% |