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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 | $175,226 | $111,535+57.1% | $105,223+66.5% | $137,256+27.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.38% | 237.85%-227.5pp | 180.65%-170.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,563 | $3,939-60.3% | $3,689-57.6% | $4,156-62.4% |
| Participant deferral / active EE | $15,661 | $5,500+184.7% | $5,072+208.8% | $6,407+144.4% |
| Admin fee / account holder | $4,434 | $9,721-54.4% | $8,859-49.9% | $12,270-63.9% |