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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 | $157,732 | $88,672+77.9% | $105,223+49.9% | $82,448+91.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.19% | 30.86%-18.7pp | 180.65%-168.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $4,965 | $3,048+62.9% | $3,689+34.6% | $2,551+94.7% |
| Participant deferral / active EE | $11,102 | $4,036+175.1% | $5,072+118.9% | $4,139+168.2% |
| Admin fee / account holder | $4,720 | $7,146-33.9% | $8,859-46.7% | $7,234-34.8% |