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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 | $110,258 | $70,366+56.7% | $66,674+65.4% | $138,895-20.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 12.61% | 386.41%-373.8pp | 321.24%-308.6pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,262 | $2,765-18.2% | $2,620-13.6% | $4,194-46.1% |
| Participant deferral / active EE | $6,129 | $4,374+40.1% | $4,084+50.1% | $6,396-4.2% |
| Admin fee / account holder | $1,636 | $5,262-68.9% | $5,098-67.9% | $12,562-87.0% |