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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 | $173,462 | $157,304+10.3% | $141,197+22.9% | $152,909+13.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.62% | 64.34%-50.7pp | 71.41%-57.8pp | 345.46%-331.8pp |
| Employer contribution / active EE | $12,101 | $5,263+129.9% | $4,736+155.5% | $4,764+154.0% |
| Participant deferral / active EE | $11,201 | $7,111+57.5% | $6,710+66.9% | $5,851+91.4% |
| Admin fee / account holder | $14,453 | $12,126+19.2% | $10,265+40.8% | $11,601+24.6% |