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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 | $232,961 | $162,821+43.1% | $133,978+73.9% | $158,982+46.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.15% | 41.95%-38.8pp | 45.10%-41.9pp | 302.99%-299.8pp |
| Employer contribution / active EE | $1,978 | $4,976-60.3% | $3,919-49.5% | $4,763-58.5% |
| Participant deferral / active EE | $26,000 | $5,910+339.9% | $5,047+415.1% | $5,983+334.5% |
| Admin fee / account holder | $8,618 | $11,742-26.6% | $8,930-3.5% | $11,252-23.4% |