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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 | $154,799 | $209,336-26.1% | $197,124-21.5% | $137,256+12.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.17% | 48.09%-38.9pp | 44.34%-35.2pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $21,747 | $9,614+126.2% | $9,135+138.1% | $6,407+239.4% |
| Admin fee / account holder | $60,072 | $17,308+247.1% | $16,298+268.6% | $12,270+389.6% |