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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 | $228,102 | $209,422+8.9% | $178,503+27.8% | $158,982+43.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.70% | 188.81%-184.1pp | 151.12%-146.4pp | 302.99%-298.3pp |
| Employer contribution / active EE | $7,314 | $5,707+28.2% | $5,011+46.0% | $4,763+53.6% |
| Participant deferral / active EE | $6,554 | $5,955+10.1% | $5,202+26.0% | $5,983+9.5% |
| Admin fee / account holder | $1,826 | $17,079-89.3% | $13,987-86.9% | $11,252-83.8% |