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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 | $227,494 | $148,558+53.1% | $135,925+67.4% | $139,427+63.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.11% | 79.22%-67.1pp | 68.25%-56.1pp | 373.27%-361.2pp |
| Employer contribution / active EE | $2,589 | $5,244-50.6% | $4,857-46.7% | $4,752-45.5% |
| Participant deferral / active EE | $15,330 | $8,101+89.2% | $7,759+97.6% | $6,711+128.4% |
| Admin fee / account holder | $523 | $12,401-95.8% | $10,764-95.1% | $11,404-95.4% |