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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 | $203,866 | $148,629+37.2% | $135,982+49.9% | $139,487+46.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.89% | 79.33%-68.4pp | 68.32%-57.4pp | 373.84%-362.9pp |
| Employer contribution / active EE | $3,040 | $5,247-42.1% | $4,859-37.4% | $4,755-36.1% |
| Participant deferral / active EE | $11,629 | $8,102+43.5% | $7,760+49.9% | $6,713+73.2% |
| Admin fee / account holder | $2,427 | $12,406-80.4% | $10,767-77.5% | $11,407-78.7% |