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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 | $135,093 | $111,878+20.7% | $93,727+44.1% | $145,897-7.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.29% | 204.28%-197.0pp | 133.83%-126.5pp | 552.29%-545.0pp |
| Employer contribution / active EE | $2,886 | $3,092-6.7% | $2,421+19.2% | $4,663-38.1% |
| Participant deferral / active EE | $10,766 | $4,920+118.8% | $4,417+143.7% | $6,689+61.0% |
| Admin fee / account holder | $12,455 | $10,256+21.4% | $8,292+50.2% | $13,390-7.0% |