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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 | $147,257 | $115,810+27.2% | $101,271+45.4% | $158,966-7.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.38% | 56.15%-51.8pp | 46.48%-42.1pp | 302.95%-298.6pp |
| Employer contribution / active EE | $2,570 | $4,175-38.5% | $3,660-29.8% | $4,762-46.0% |
| Participant deferral / active EE | $3,968 | $4,958-20.0% | $4,371-9.2% | $5,983-33.7% |
| Admin fee / account holder | $5,278 | $7,248-27.2% | $5,948-11.3% | $11,250-53.1% |