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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 | $233,536 | $134,817+73.2% | $123,973+88.4% | $155,188+50.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 7.83% | 515.49%-507.7pp | 388.13%-380.3pp | 148.84%-141.0pp |
| Employer contribution / active EE | $2,842 | $4,425-35.8% | $4,126-31.1% | $4,248-33.1% |
| Participant deferral / active EE | $9,383 | $5,706+64.4% | $5,247+78.8% | $6,531+43.7% |
| Admin fee / account holder | $5,909 | $13,245-55.4% | $11,799-49.9% | $14,480-59.2% |