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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 | $197,746 | $183,516+7.8% | $155,534+27.1% | $145,884+35.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.75% | 61.43%-52.7pp | 64.92%-56.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,082 | $5,315-60.8% | $4,675-55.5% | $4,662-55.4% |
| Participant deferral / active EE | $8,568 | $6,467+32.5% | $5,630+52.2% | $6,690+28.1% |
| Admin fee / account holder | $2,482 | $19,293-87.1% | $15,900-84.4% | $13,392-81.5% |