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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 | $200,584 | $185,856+7.9% | $170,028+18.0% | $139,456+43.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 7.29% | 60.52%-53.2pp | 53.39%-46.1pp | 373.45%-366.2pp |
| Employer contribution / active EE | $11,729 | $7,593+54.5% | $6,788+72.8% | $4,753+146.8% |
| Participant deferral / active EE | $8,957 | $11,623-22.9% | $10,409-13.9% | $6,711+33.5% |
| Admin fee / account holder | $2,415 | $15,387-84.3% | $12,820-81.2% | $11,407-78.8% |