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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 | $213,282 | $175,259+21.7% | $149,723+42.5% | $139,487+52.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.34% | 166.82%-159.5pp | 134.50%-127.2pp | 373.84%-366.5pp |
| Employer contribution / active EE | $10,731 | $5,478+95.9% | $4,821+122.6% | $4,755+125.7% |
| Participant deferral / active EE | $6,420 | $6,522-1.6% | $5,682+13.0% | $6,713-4.4% |
| Admin fee / account holder | $1,906 | $16,158-88.2% | $13,215-85.6% | $11,407-83.3% |