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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 | $196,731 | $162,785+20.9% | $133,959+46.9% | $158,950+23.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.27% | 41.94%-41.7pp | 45.09%-44.8pp | 302.91%-302.6pp |
| Employer contribution / active EE | $1,852 | $4,975-62.8% | $3,919-52.7% | $4,762-61.1% |
| Participant deferral / active EE | $9,884 | $5,910+67.2% | $5,047+95.8% | $5,983+65.2% |
| Admin fee / account holder | $23,900 | $11,738+103.6% | $8,928+167.7% | $11,248+112.5% |