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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 | $234,921 | $162,136+44.9% | $152,301+54.2% | $154,746+51.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.03% | 91.02%-83.0pp | 80.50%-72.5pp | 172.34%-164.3pp |
| Employer contribution / active EE | $22,876 | $4,890+367.8% | $4,624+394.7% | $4,379+422.4% |
| Participant deferral / active EE | $30,502 | $8,341+265.7% | $8,004+281.1% | $6,730+353.2% |
| Admin fee / account holder | $537 | $15,759-96.6% | $14,398-96.3% | $14,365-96.3% |