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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 | $203,052 | $70,366+188.6% | $66,674+204.5% | $138,895+46.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 11.53% | 386.41%-374.9pp | 321.24%-309.7pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,380 | $2,765-13.9% | $2,620-9.1% | $4,194-43.2% |
| Participant deferral / active EE | $14,932 | $4,374+241.4% | $4,084+265.6% | $6,396+133.4% |
| Admin fee / account holder | $12,575 | $5,262+139.0% | $5,098+146.7% | $12,562+0.1% |