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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 | $193,861 | $175,231+10.6% | $149,696+29.5% | $139,466+39.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.91% | 166.77%-159.9pp | 134.46%-127.5pp | 373.66%-366.8pp |
| Employer contribution / active EE | $7,333 | $5,478+33.9% | $4,821+52.1% | $4,754+54.3% |
| Participant deferral / active EE | $6,608 | $6,521+1.3% | $5,682+16.3% | $6,712-1.5% |
| Admin fee / account holder | $3,922 | $16,155-75.7% | $13,212-70.3% | $11,409-65.6% |