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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 | $214,245 | $172,111+24.5% | $150,298+42.5% | $137,256+56.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.72% | 69.37%-63.7pp | 62.79%-57.1pp | 220.34%-214.6pp |
| Employer contribution / active EE | $2,572 | $4,636-44.5% | $4,154-38.1% | $4,156-38.1% |
| Participant deferral / active EE | $24,955 | $6,166+304.7% | $5,453+357.7% | $6,407+289.5% |
| Admin fee / account holder | $50,012 | $16,471+203.6% | $14,116+254.3% | $12,270+307.6% |