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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 | $217,699 | $175,257+24.2% | $149,717+45.4% | $139,456+56.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.41% | 166.70%-161.3pp | 134.41%-129.0pp | 373.45%-368.0pp |
| Employer contribution / active EE | $3,413 | $5,477-37.7% | $4,820-29.2% | $4,753-28.2% |
| Participant deferral / active EE | $17,380 | $6,521+166.5% | $5,682+205.9% | $6,711+159.0% |
| Admin fee / account holder | $15,986 | $16,156-1.0% | $13,213+21.0% | $11,407+40.1% |