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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 | $133,288 | $101,618+31.2% | $93,063+43.2% | $137,256-2.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 8.10% | 223.95%-215.8pp | 34.15%-26.1pp | 220.34%-212.2pp |
| Employer contribution / active EE | $2,990 | $2,707+10.4% | $2,476+20.7% | $4,156-28.1% |
| Participant deferral / active EE | $6,224 | $4,279+45.4% | $3,958+57.2% | $6,407-2.9% |
| Admin fee / account holder | $3,163 | $6,198-49.0% | $6,033-47.6% | $12,270-74.2% |