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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 | $218,477 | $154,228+41.7% | $145,433+50.2% | $137,256+59.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.49% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $2,390 | $4,804-50.2% | $4,554-47.5% | $4,156-42.5% |
| Participant deferral / active EE | $27,250 | $8,216+231.7% | $7,897+245.1% | $6,407+325.3% |
| Admin fee / account holder | $1,383 | $14,344-90.4% | $13,129-89.5% | $12,270-88.7% |