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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 | $218,979 | $160,028+36.8% | $147,080+48.9% | $145,884+50.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.08% | 98.60%-90.5pp | 420.17%-412.1pp | 551.85%-543.8pp |
| Employer contribution / active EE | $2,903 | $5,286-45.1% | $4,933-41.2% | $4,662-37.7% |
| Participant deferral / active EE | $11,567 | $8,422+37.3% | $8,066+43.4% | $6,690+72.9% |
| Admin fee / account holder | $1,436 | $15,030-90.4% | $12,989-88.9% | $13,392-89.3% |