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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 | $233,504 | $115,814+101.6% | $101,275+130.6% | $158,982+46.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.26% | 56.16%-50.9pp | 46.48%-41.2pp | 302.99%-297.7pp |
| Employer contribution / active EE | $923 | $4,176-77.9% | $3,660-74.8% | $4,763-80.6% |
| Participant deferral / active EE | $10,043 | $4,958+102.6% | $4,371+129.8% | $5,983+67.9% |
| Admin fee / account holder | $2,030 | $7,249-72.0% | $5,948-65.9% | $11,252-82.0% |