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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 | $109,920 | $114,119-3.7% | $107,187+2.5% | $138,895-20.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.93% | 273.21%-262.3pp | 204.55%-193.6pp | 145.39%-134.5pp |
| Employer contribution / active EE | $2,775 | $4,059-31.6% | $3,782-26.6% | $4,194-33.8% |
| Participant deferral / active EE | $7,481 | $5,538+35.1% | $5,096+46.8% | $6,396+17.0% |
| Admin fee / account holder | $1,856 | $10,024-81.5% | $9,162-79.7% | $12,562-85.2% |