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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 | $176,071+12.3% | $159,450+24.0% | $167,497+18.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.91% | 331.79%-323.9pp | 263.60%-255.7pp | 478.62%-470.7pp |
| Employer contribution / active EE | $2,022 | $5,298-61.8% | $4,830-58.1% | $4,838-58.2% |
| Participant deferral / active EE | $12,960 | $7,750+67.2% | $7,352+76.3% | $6,341+104.4% |
| Admin fee / account holder | $446 | $12,555-96.4% | $10,800-95.9% | $12,310-96.4% |