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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 | $226,309 | $183,516+23.3% | $155,534+45.5% | $145,884+55.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.61% | 61.43%-53.8pp | 64.92%-57.3pp | 551.85%-544.2pp |
| Employer contribution / active EE | $2,435 | $5,315-54.2% | $4,675-47.9% | $4,662-47.8% |
| Participant deferral / active EE | $11,830 | $6,467+82.9% | $5,630+110.1% | $6,690+76.8% |
| Admin fee / account holder | $15,752 | $19,293-18.4% | $15,900-0.9% | $13,392+17.6% |