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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 | $98,816 | $184,000-46.3% | $162,185-39.1% | $152,909-35.4% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.6%+3.4pp | 82.5%+8.5pp |
| Annual return | 11.02% | 150.80%-139.8pp | 115.61%-104.6pp | 345.46%-334.4pp |
| Employer contribution / active EE | $2,957 | $6,370-53.6% | $5,613-47.3% | $4,764-37.9% |
| Participant deferral / active EE | $6,747 | $8,033-16.0% | $7,297-7.5% | $5,851+15.3% |
| Admin fee / account holder | $367 | $13,124-97.2% | $10,844-96.6% | $11,601-96.8% |