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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 | $231,338 | $115,796+99.8% | $101,264+128.5% | $158,950+45.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.22% | 56.15%-49.9pp | 46.48%-40.3pp | 302.91%-296.7pp |
| Employer contribution / active EE | $4,612 | $4,175+10.5% | $3,660+26.0% | $4,762-3.1% |
| Participant deferral / active EE | $14,906 | $4,958+200.6% | $4,370+241.1% | $5,983+149.2% |
| Admin fee / account holder | $3,126 | $7,247-56.9% | $5,947-47.4% | $11,248-72.2% |