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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 | $197,741 | $176,120+12.3% | $159,487+24.0% | $167,553+18.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.91% | 331.95%-324.0pp | 263.71%-255.8pp | 478.89%-471.0pp |
| Employer contribution / active EE | $2,022 | $5,299-61.9% | $4,831-58.2% | $4,840-58.2% |
| Participant deferral / active EE | $12,960 | $7,752+67.2% | $7,354+76.2% | $6,343+104.3% |
| Admin fee / account holder | $446 | $12,561-96.4% | $10,804-95.9% | $12,316-96.4% |