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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 | $233,331 | $101,618+129.6% | $93,063+150.7% | $137,256+70.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 9.53% | 223.95%-214.4pp | 34.15%-24.6pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,873 | $2,707+6.1% | $2,476+16.0% | $4,156-30.9% |
| Participant deferral / active EE | $6,520 | $4,279+52.4% | $3,958+64.7% | $6,407+1.8% |
| Admin fee / account holder | $5,761 | $6,198-7.1% | $6,033-4.5% | $12,270-53.1% |