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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 | $179,725 | $111,535+61.1% | $105,223+70.8% | $137,256+30.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.44% | 237.85%-229.4pp | 180.65%-172.2pp | 220.34%-211.9pp |
| Employer contribution / active EE | $3,915 | $3,939-0.6% | $3,689+6.1% | $4,156-5.8% |
| Participant deferral / active EE | $7,625 | $5,500+38.6% | $5,072+50.3% | $6,407+19.0% |
| Admin fee / account holder | $1,636 | $9,721-83.2% | $8,859-81.5% | $12,270-86.7% |