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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 | $160,499 | $72,071+122.7% | $68,368+134.8% | $137,256+16.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.31% | 353.14%-341.8pp | 292.57%-281.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,173 | $2,788+13.8% | $2,649+19.8% | $4,156-23.7% |
| Participant deferral / active EE | $12,581 | $4,410+185.3% | $4,123+205.2% | $6,407+96.4% |
| Admin fee / account holder | $724 | $5,336-86.4% | $5,150-85.9% | $12,270-94.1% |