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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 | $198,571 | $135,956+46.1% | $123,894+60.3% | $273,972-27.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.79% | 56.63%-61.4pp | 47.52%-52.3pp | 41.46%-46.3pp |
| Employer contribution / active EE | $15,606 | $5,170+201.9% | $4,617+238.0% | $4,869+220.5% |
| Participant deferral / active EE | $8,699 | $6,343+37.2% | $5,984+45.4% | $5,287+64.5% |
| Admin fee / account holder | $10,536 | $9,817+7.3% | $8,357+26.1% | $10,133+4.0% |