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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 | $158,590 | $111,535+42.2% | $105,223+50.7% | $137,256+15.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.43% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $13,285 | $3,939+237.2% | $3,689+260.2% | $4,156+219.7% |
| Participant deferral / active EE | $7,180 | $5,500+30.5% | $5,072+41.6% | $6,407+12.1% |
| Admin fee / account holder | $1,977 | $9,721-79.7% | $8,859-77.7% | $12,270-83.9% |