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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 | $211,573 | $160,040+32.2% | $147,096+43.8% | $145,877+45.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 7.07% | 98.49%-91.4pp | 419.75%-412.7pp | 551.28%-544.2pp |
| Employer contribution / active EE | $13,414 | $5,289+153.6% | $4,936+171.8% | $4,663+187.7% |
| Participant deferral / active EE | $9,087 | $8,429+7.8% | $8,071+12.6% | $6,691+35.8% |
| Admin fee / account holder | $1,641 | $15,050-89.1% | $13,005-87.4% | $13,402-87.8% |