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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 | $209,404 | $172,111+21.7% | $150,298+39.3% | $137,256+52.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.25% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.1pp |
| Employer contribution / active EE | $6,290 | $4,636+35.7% | $4,154+51.4% | $4,156+51.3% |
| Participant deferral / active EE | $4,430 | $6,166-28.2% | $5,453-18.8% | $6,407-30.9% |
| Admin fee / account holder | $542 | $16,471-96.7% | $14,116-96.2% | $12,270-95.6% |