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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 | $220,175 | $172,111+27.9% | $150,298+46.5% | $137,256+60.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.66% | 69.37%-63.7pp | 62.79%-57.1pp | 220.34%-214.7pp |
| Employer contribution / active EE | $3,088 | $4,636-33.4% | $4,154-25.7% | $4,156-25.7% |
| Participant deferral / active EE | $6,474 | $6,166+5.0% | $5,453+18.7% | $6,407+1.0% |
| Admin fee / account holder | $397 | $16,471-97.6% | $14,116-97.2% | $12,270-96.8% |