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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 | $113,192 | $107,363+5.4% | $92,909+21.8% | $152,897-26.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 11.70% | 145.63%-133.9pp | 109.44%-97.7pp | 345.43%-333.7pp |
| Employer contribution / active EE | $3,105 | $4,222-26.4% | $3,653-15.0% | $4,764-34.8% |
| Participant deferral / active EE | $8,123 | $4,848+67.6% | $4,238+91.7% | $5,851+38.8% |
| Admin fee / account holder | $658 | $7,082-90.7% | $5,795-88.6% | $11,599-94.3% |