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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 | $240,683 | $165,399+45.5% | $149,745+60.7% | $158,982+51.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.41% | 348.34%-341.9pp | 276.72%-270.3pp | 302.99%-296.6pp |
| Employer contribution / active EE | $5,379 | $5,105+5.4% | $4,646+15.8% | $4,763+12.9% |
| Participant deferral / active EE | $3,563 | $7,183-50.4% | $6,843-47.9% | $5,983-40.4% |
| Admin fee / account holder | $13,076 | $10,811+21.0% | $9,312+40.4% | $11,252+16.2% |