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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 | $164,356 | $157,304+4.5% | $141,197+16.4% | $152,909+7.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.27% | 64.34%-52.1pp | 71.41%-59.1pp | 345.46%-333.2pp |
| Employer contribution / active EE | $15,271 | $5,263+190.2% | $4,736+222.4% | $4,764+220.6% |
| Participant deferral / active EE | $3,568 | $7,111-49.8% | $6,710-46.8% | $5,851-39.0% |
| Admin fee / account holder | $1,772 | $12,126-85.4% | $10,265-82.7% | $11,601-84.7% |