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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 | $220,508 | $157,304+40.2% | $141,197+56.2% | $152,909+44.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.97% | 64.34%-54.4pp | 71.41%-61.4pp | 345.46%-335.5pp |
| Employer contribution / active EE | $3,235 | $5,263-38.5% | $4,736-31.7% | $4,764-32.1% |
| Participant deferral / active EE | $11,115 | $7,111+56.3% | $6,710+65.6% | $5,851+90.0% |
| Admin fee / account holder | $3,668 | $12,126-69.7% | $10,265-64.3% | $11,601-68.4% |