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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 | $137,514 | $97,125+41.6% | $86,233+59.5% | $137,256+0.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 10.82% | 74.19%-63.4pp | 61.39%-50.6pp | 220.34%-209.5pp |
| Employer contribution / active EE | $5,135 | $2,841+80.7% | $2,504+105.0% | $4,156+23.5% |
| Participant deferral / active EE | $12,253 | $5,180+136.6% | $4,559+168.8% | $6,407+91.3% |
| Admin fee / account holder | $10,087 | $9,725+3.7% | $8,342+20.9% | $12,270-17.8% |