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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 | $225,480 | $183,592+22.8% | $155,574+44.9% | $145,877+54.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.47% | 61.37%-55.9pp | 64.87%-59.4pp | 551.28%-545.8pp |
| Employer contribution / active EE | $3,223 | $5,317-39.4% | $4,676-31.1% | $4,663-30.9% |
| Participant deferral / active EE | $2,660 | $6,466-58.9% | $5,629-52.7% | $6,691-60.2% |
| Admin fee / account holder | $2,755 | $19,316-85.7% | $15,914-82.7% | $13,402-79.4% |