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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 | $203,088 | $72,071+181.8% | $68,368+197.1% | $137,256+48.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.64% | 353.14%-340.5pp | 292.57%-279.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,824 | $2,788-34.6% | $2,649-31.1% | $4,156-56.1% |
| Participant deferral / active EE | $6,563 | $4,410+48.8% | $4,123+59.2% | $6,407+2.4% |
| Admin fee / account holder | $1,456 | $5,336-72.7% | $5,150-71.7% | $12,270-88.1% |