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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 | $163,741 | $111,535+46.8% | $105,223+55.6% | $137,256+19.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.67% | 237.85%-230.2pp | 180.65%-173.0pp | 220.34%-212.7pp |
| Employer contribution / active EE | $7,143 | $3,939+81.3% | $3,689+93.7% | $4,156+71.9% |
| Participant deferral / active EE | $2,062 | $5,500-62.5% | $5,072-59.3% | $6,407-67.8% |
| Admin fee / account holder | $1,720 | $9,721-82.3% | $8,859-80.6% | $12,270-86.0% |