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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 | $216,063 | $162,136+33.3% | $152,301+41.9% | $154,746+39.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.98% | 91.02%-86.0pp | 80.50%-75.5pp | 172.34%-167.4pp |
| Employer contribution / active EE | $12,893 | $4,890+163.6% | $4,624+178.8% | $4,379+194.4% |
| Participant deferral / active EE | $18,092 | $8,341+116.9% | $8,004+126.0% | $6,730+168.8% |
| Admin fee / account holder | $1,573 | $15,759-90.0% | $14,398-89.1% | $14,365-89.1% |