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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 | $196,260 | $178,174+10.2% | $156,181+25.7% | $137,256+43.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 9.60% | 84.19%-74.6pp | 64.87%-55.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $4,500 | $4,972-9.5% | $4,294+4.8% | $4,156+8.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,289 | $17,404-63.9% | $14,586-56.9% | $12,270-48.7% |