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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 | $192,464 | $174,379+10.4% | $152,093+26.5% | $138,895+38.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.00% | 74.86%-70.9pp | 66.36%-62.4pp | 145.39%-141.4pp |
| Employer contribution / active EE | $9,298 | $4,652+99.9% | $4,175+122.7% | $4,194+121.7% |
| Participant deferral / active EE | $7,163 | $6,159+16.3% | $5,451+31.4% | $6,396+12.0% |
| Admin fee / account holder | $8,514 | $16,880-49.6% | $14,497-41.3% | $12,562-32.2% |