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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 | $215,679 | $70,366+206.5% | $66,674+223.5% | $138,895+55.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.17% | 386.41%-374.2pp | 321.24%-309.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $5,315 | $2,765+92.2% | $2,620+102.9% | $4,194+26.7% |
| Participant deferral / active EE | $9,542 | $4,374+118.1% | $4,084+133.6% | $6,396+49.2% |
| Admin fee / account holder | $5,779 | $5,262+9.8% | $5,098+13.4% | $12,562-54.0% |