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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 | $173,719 | $217,432-20.1% | $185,849-6.5% | $167,536+3.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.22% | 148.42%-144.2pp | 122.10%-117.9pp | 478.82%-474.6pp |
| Employer contribution / active EE | $7,266 | $5,875+23.7% | $5,169+40.6% | $4,839+50.1% |
| Participant deferral / active EE | $6,937 | $6,357+9.1% | $5,569+24.6% | $6,342+9.4% |
| Admin fee / account holder | $15,416 | $19,818-22.2% | $16,244-5.1% | $12,315+25.2% |