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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 | $111,787+20.8% | $93,681+44.2% | $145,978-7.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.29% | 203.52%-196.2pp | 133.47%-126.2pp | 550.52%-543.2pp |
| Employer contribution / active EE | $2,886 | $3,093-6.7% | $2,422+19.2% | $4,662-38.1% |
| Participant deferral / active EE | $10,766 | $4,918+118.9% | $4,415+143.9% | $6,690+60.9% |
| Admin fee / account holder | $12,455 | $10,256+21.4% | $8,290+50.2% | $13,400-7.1% |