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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 | $150,787 | $114,119+32.1% | $107,187+40.7% | $138,895+8.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 3.68% | 273.21%-269.5pp | 204.55%-200.9pp | 145.39%-141.7pp |
| Employer contribution / active EE | $9,648 | $4,059+137.7% | $3,782+155.1% | $4,194+130.0% |
| Participant deferral / active EE | $20,637 | $5,538+272.6% | $5,096+305.0% | $6,396+222.6% |
| Admin fee / account holder | $647 | $10,024-93.5% | $9,162-92.9% | $12,562-94.8% |