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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 | $249,137 | $174,379+42.9% | $152,093+63.8% | $138,895+79.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.05% | 74.86%-66.8pp | 66.36%-58.3pp | 145.39%-137.3pp |
| Employer contribution / active EE | $6,979 | $4,652+50.0% | $4,175+67.2% | $4,194+66.4% |
| Participant deferral / active EE | $15,500 | $6,159+151.7% | $5,451+184.3% | $6,396+142.3% |
| Admin fee / account holder | $1,180 | $16,880-93.0% | $14,497-91.9% | $12,562-90.6% |