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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 | $204,060 | $183,592+11.1% | $155,567+31.2% | $145,959+39.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.47% | 61.24%-54.8pp | 64.74%-58.3pp | 561.95%-555.5pp |
| Employer contribution / active EE | $8,859 | $5,315+66.7% | $4,674+89.5% | $4,661+90.1% |
| Participant deferral / active EE | $4,448 | $6,464-31.2% | $5,628-21.0% | $6,689-33.5% |
| Admin fee / account holder | $451 | $19,318-97.7% | $15,916-97.2% | $13,398-96.6% |