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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 | $138,248 | $111,535+24.0% | $105,223+31.4% | $137,256+0.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.16% | 237.85%-229.7pp | 180.65%-172.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,556 | $3,939-35.1% | $3,689-30.7% | $4,156-38.5% |
| Participant deferral / active EE | $15,913 | $5,500+189.3% | $5,072+213.8% | $6,407+148.4% |
| Admin fee / account holder | $823 | $9,721-91.5% | $8,859-90.7% | $12,270-93.3% |