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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 | $186,335 | $175,231+6.3% | $149,696+24.5% | $139,466+33.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.79% | 166.77%-158.0pp | 134.46%-125.7pp | 373.66%-364.9pp |
| Employer contribution / active EE | $6,600 | $5,478+20.5% | $4,821+36.9% | $4,754+38.8% |
| Participant deferral / active EE | $15,000 | $6,521+130.0% | $5,682+164.0% | $6,712+123.5% |
| Admin fee / account holder | $2,481 | $16,155-84.6% | $13,212-81.2% | $11,409-78.3% |