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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 | $180,699 | $175,231+3.1% | $149,696+20.7% | $139,466+29.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.19% | 166.77%-158.6pp | 134.46%-126.3pp | 373.66%-365.5pp |
| Employer contribution / active EE | $7,528 | $5,478+37.4% | $4,821+56.2% | $4,754+58.4% |
| Participant deferral / active EE | $4,183 | $6,521-35.9% | $5,682-26.4% | $6,712-37.7% |
| Admin fee / account holder | $1,602 | $16,155-90.1% | $13,212-87.9% | $11,409-86.0% |