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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 | $117,862 | $181,062-34.9% | $158,223-25.5% | $155,188-24.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 5.72% | 57.39%-51.7pp | 52.09%-46.4pp | 148.84%-143.1pp |
| Employer contribution / active EE | $14,802 | $4,565+224.3% | $4,109+260.3% | $4,248+248.5% |
| Participant deferral / active EE | $9,981 | $6,134+62.7% | $5,467+82.6% | $6,531+52.8% |
| Admin fee / account holder | $7,147 | $18,825-62.0% | $16,047-55.5% | $14,480-50.6% |