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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 | $207,100 | $175,259+18.2% | $149,723+38.3% | $139,487+48.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.48% | 166.82%-160.3pp | 134.50%-128.0pp | 373.84%-367.4pp |
| Employer contribution / active EE | $2,566 | $5,478-53.2% | $4,821-46.8% | $4,755-46.0% |
| Participant deferral / active EE | $14,182 | $6,522+117.5% | $5,682+149.6% | $6,713+111.3% |
| Admin fee / account holder | $1,269 | $16,158-92.1% | $13,215-90.4% | $11,407-88.9% |