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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 | $195,252 | $150,346+29.9% | $120,524+62.0% | $145,877+33.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.78% | 154.40%-146.6pp | 107.36%-99.6pp | 551.28%-543.5pp |
| Employer contribution / active EE | $4,611 | $4,353+5.9% | $3,469+32.9% | $4,663-1.1% |
| Participant deferral / active EE | $5,000 | $6,172-19.0% | $4,994+0.1% | $6,691-25.3% |
| Admin fee / account holder | $6,687 | $12,215-45.3% | $9,440-29.2% | $13,402-50.1% |