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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 | $141,560 | $89,367+58.4% | $141,191+0.3% | $72,975+94.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.40% | 111.87%-97.5pp | 71.41%-57.0pp | 81.01%-66.6pp |
| Employer contribution / active EE | $6,182 | $3,115+98.5% | $4,736+30.5% | $2,440+153.3% |
| Participant deferral / active EE | $6,385 | $5,419+17.8% | $6,710-4.8% | $3,608+77.0% |
| Admin fee / account holder | $3,135 | $5,957-47.4% | $10,264-69.5% | $5,124-38.8% |