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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 | $157,682 | $157,304+0.2% | $141,197+11.7% | $152,909+3.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.05% | 64.34%-50.3pp | 71.41%-57.4pp | 345.46%-331.4pp |
| Employer contribution / active EE | $14,886 | $5,263+182.9% | $4,736+214.3% | $4,764+212.5% |
| Participant deferral / active EE | $8,333 | $7,111+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $2,094 | $12,126-82.7% | $10,265-79.6% | $11,601-82.0% |