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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 | $202,256 | $162,136+24.7% | $152,301+32.8% | $154,746+30.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.32% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $8,443 | $4,890+72.6% | $4,624+82.6% | $4,379+92.8% |
| Participant deferral / active EE | $11,294 | $8,341+35.4% | $8,004+41.1% | $6,730+67.8% |
| Admin fee / account holder | $3,141 | $15,759-80.1% | $14,398-78.2% | $14,365-78.1% |