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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 | $200,358 | $132,634+51.1% | $115,768+73.1% | $137,256+46.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 8.26% | 160.70%-152.4pp | 100.46%-92.2pp | 220.34%-212.1pp |
| Employer contribution / active EE | $3,305 | $3,360-1.6% | $2,940+12.4% | $4,156-20.5% |
| Participant deferral / active EE | $5,745 | $5,619+2.3% | $4,917+16.9% | $6,407-10.3% |
| Admin fee / account holder | $9,329 | $15,028-37.9% | $12,439-25.0% | $12,270-24.0% |