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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 | $223,903 | $217,432+3.0% | $185,849+20.5% | $167,536+33.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.67% | 148.42%-140.7pp | 122.10%-114.4pp | 478.82%-471.1pp |
| Employer contribution / active EE | $2,115 | $5,875-64.0% | $5,169-59.1% | $4,839-56.3% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,342+309.9% |
| Admin fee / account holder | $1,316 | $19,818-93.4% | $16,244-91.9% | $12,315-89.3% |