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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 | $219,384 | $185,883+18.0% | $170,043+29.0% | $139,466+57.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 9.62% | 60.54%-50.9pp | 53.40%-43.8pp | 373.66%-364.0pp |
| Employer contribution / active EE | $2,381 | $7,596-68.7% | $6,790-64.9% | $4,754-49.9% |
| Participant deferral / active EE | $5,470 | $11,626-52.9% | $10,410-47.5% | $6,712-18.5% |
| Admin fee / account holder | $14,756 | $15,393-4.1% | $12,824+15.1% | $11,409+29.3% |