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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 | $186,364 | $185,312+0.6% | $161,489+15.4% | $154,746+20.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 5.11% | 103.84%-98.7pp | 89.72%-84.6pp | 172.34%-167.2pp |
| Employer contribution / active EE | $9,914 | $4,769+107.9% | $4,268+132.3% | $4,379+126.4% |
| Participant deferral / active EE | $4,466 | $6,350-29.7% | $5,630-20.7% | $6,730-33.6% |
| Admin fee / account holder | $393 | $18,654-97.9% | $16,006-97.5% | $14,365-97.3% |