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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 | $192,715 | $149,040+29.3% | $120,225+60.3% | $137,256+40.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.78% | 605.68%-595.9pp | 439.23%-429.4pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,003 | $4,350-54.0% | $3,475-42.4% | $4,156-51.8% |
| Participant deferral / active EE | $6,679 | $4,655+43.5% | $3,999+67.0% | $6,407+4.2% |
| Admin fee / account holder | $2,634 | $6,348-58.5% | $5,696-53.8% | $12,270-78.5% |