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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 | $178,939 | $129,737+37.9% | $119,126+50.2% | $154,746+15.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.14% | 379.08%-369.9pp | 282.11%-273.0pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,932 | $4,375-55.8% | $4,034-52.1% | $4,379-55.9% |
| Participant deferral / active EE | $2,328 | $5,842-60.2% | $5,318-56.2% | $6,730-65.4% |
| Admin fee / account holder | $3,405 | $11,961-71.5% | $10,693-68.2% | $14,365-76.3% |