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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 | $167,319 | $172,111-2.8% | $150,298+11.3% | $137,256+21.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.96% | 69.37%-60.4pp | 62.79%-53.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $13,948 | $4,636+200.8% | $4,154+235.8% | $4,156+235.6% |
| Participant deferral / active EE | $15,250 | $6,166+147.3% | $5,453+179.7% | $6,407+138.0% |
| Admin fee / account holder | $2,548 | $16,471-84.5% | $14,116-82.0% | $12,270-79.2% |