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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 | $183,086 | $72,071+154.0% | $68,368+167.8% | $137,256+33.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.80% | 353.14%-344.3pp | 292.57%-283.8pp | 220.34%-211.5pp |
| Employer contribution / active EE | $2,610 | $2,788-6.4% | $2,649-1.5% | $4,156-37.2% |
| Participant deferral / active EE | $12,651 | $4,410+186.9% | $4,123+206.8% | $6,407+97.5% |
| Admin fee / account holder | $2,084 | $5,336-60.9% | $5,150-59.5% | $12,270-83.0% |