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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 | $160,361 | $99,053+61.9% | $88,179+81.9% | $138,895+15.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 10.17% | 78.17%-68.0pp | 64.97%-54.8pp | 145.39%-135.2pp |
| Employer contribution / active EE | $2,726 | $2,882-5.4% | $2,549+6.9% | $4,194-35.0% |
| Participant deferral / active EE | $4,770 | $5,225-8.7% | $4,614+3.4% | $6,396-25.4% |
| Admin fee / account holder | $2,598 | $8,748-70.3% | $7,673-66.1% | $12,562-79.3% |