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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 | $206,846 | $165,361+25.1% | $149,715+38.2% | $158,950+30.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.06% | 348.24%-340.2pp | 276.66%-268.6pp | 302.91%-294.9pp |
| Employer contribution / active EE | $2,532 | $5,103-50.4% | $4,645-45.5% | $4,762-46.8% |
| Participant deferral / active EE | $8,184 | $7,182+14.0% | $6,842+19.6% | $5,983+36.8% |
| Admin fee / account holder | $4,703 | $10,808-56.5% | $9,310-49.5% | $11,248-58.2% |