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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 | $179,634 | $157,276+14.2% | $141,177+27.2% | $152,885+17.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.82% | 64.33%-50.5pp | 71.40%-57.6pp | 345.39%-331.6pp |
| Employer contribution / active EE | $2,024 | $5,262-61.5% | $4,736-57.3% | $4,763-57.5% |
| Participant deferral / active EE | $5,639 | $7,110-20.7% | $6,710-16.0% | $5,851-3.6% |
| Admin fee / account holder | $8,731 | $12,123-28.0% | $10,263-14.9% | $11,598-24.7% |