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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 | $223,685 | $157,276+42.2% | $141,177+58.4% | $152,885+46.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.91% | 64.33%-55.4pp | 71.40%-62.5pp | 345.39%-336.5pp |
| Employer contribution / active EE | $6,667 | $5,262+26.7% | $4,736+40.8% | $4,763+40.0% |
| Participant deferral / active EE | $7,603 | $7,110+6.9% | $6,710+13.3% | $5,851+30.0% |
| Admin fee / account holder | $494 | $12,123-95.9% | $10,263-95.2% | $11,598-95.7% |