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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 | $200,070 | $175,231+14.2% | $149,696+33.7% | $139,466+43.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.31% | 166.77%-156.5pp | 134.46%-124.1pp | 373.66%-363.4pp |
| Employer contribution / active EE | $3,000 | $5,478-45.2% | $4,821-37.8% | $4,754-36.9% |
| Participant deferral / active EE | $3,200 | $6,521-50.9% | $5,682-43.7% | $6,712-52.3% |
| Admin fee / account holder | $11,343 | $16,155-29.8% | $13,212-14.1% | $11,409-0.6% |