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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 | $91,901 | $175,259-47.6% | $149,723-38.6% | $139,487-34.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.67% | 166.82%-156.2pp | 134.50%-123.8pp | 373.84%-363.2pp |
| Employer contribution / active EE | $4,262 | $5,478-22.2% | $4,821-11.6% | $4,755-10.4% |
| Participant deferral / active EE | $9,993 | $6,522+53.2% | $5,682+75.9% | $6,713+48.9% |
| Admin fee / account holder | $15,236 | $16,158-5.7% | $13,215+15.3% | $11,407+33.6% |