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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 | $100,169 | $172,111-41.8% | $150,298-33.4% | $137,256-27.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.86% | 69.37%-62.5pp | 62.79%-55.9pp | 220.34%-213.5pp |
| Employer contribution / active EE | $8,403 | $4,636+81.2% | $4,154+102.3% | $4,156+102.2% |
| Participant deferral / active EE | $5,477 | $6,166-11.2% | $5,453+0.4% | $6,407-14.5% |
| Admin fee / account holder | $776 | $16,471-95.3% | $14,116-94.5% | $12,270-93.7% |