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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 | $170,114 | $101,618+67.4% | $93,063+82.8% | $137,256+23.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 5.64% | 223.95%-218.3pp | 34.15%-28.5pp | 220.34%-214.7pp |
| Employer contribution / active EE | $2,652 | $2,707-2.0% | $2,476+7.1% | $4,156-36.2% |
| Participant deferral / active EE | $4,123 | $4,279-3.6% | $3,958+4.2% | $6,407-35.6% |
| Admin fee / account holder | $15,468 | $6,198+149.6% | $6,033+156.4% | $12,270+26.1% |