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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 | $155,557 | $148,623+4.7% | $135,974+14.4% | $139,466+11.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.58% | 79.30%-69.7pp | 68.30%-58.7pp | 373.66%-364.1pp |
| Employer contribution / active EE | $2,824 | $5,246-46.2% | $4,859-41.9% | $4,754-40.6% |
| Participant deferral / active EE | $3,344 | $8,103-58.7% | $7,760-56.9% | $6,712-50.2% |
| Admin fee / account holder | $45,408 | $12,406+266.0% | $10,767+321.8% | $11,409+298.0% |