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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 | $238,289 | $183,539+29.8% | $155,556+53.2% | $145,897+63.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.93% | 61.31%-55.4pp | 64.84%-58.9pp | 552.29%-546.4pp |
| Employer contribution / active EE | $5,158 | $5,315-3.0% | $4,675+10.3% | $4,663+10.6% |
| Participant deferral / active EE | $5,228 | $6,467-19.2% | $5,631-7.1% | $6,689-21.8% |
| Admin fee / account holder | $24,583 | $19,275+27.5% | $15,885+54.8% | $13,390+83.6% |