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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 | $92,605 | $183,516-49.5% | $155,534-40.5% | $145,884-36.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.13% | 61.43%-53.3pp | 64.92%-56.8pp | 551.85%-543.7pp |
| Employer contribution / active EE | $10,624 | $5,315+99.9% | $4,675+127.3% | $4,662+127.9% |
| Participant deferral / active EE | $10,659 | $6,467+64.8% | $5,630+89.3% | $6,690+59.3% |
| Admin fee / account holder | $872 | $19,293-95.5% | $15,900-94.5% | $13,392-93.5% |