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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 | $129,737+26.2% | $119,126+37.5% | $154,746+5.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.67% | 379.08%-371.4pp | 282.11%-274.4pp | 172.34%-164.7pp |
| Employer contribution / active EE | $7,143 | $4,375+63.3% | $4,034+77.1% | $4,379+63.1% |
| Participant deferral / active EE | $2,062 | $5,842-64.7% | $5,318-61.2% | $6,730-69.4% |
| Admin fee / account holder | $1,720 | $11,961-85.6% | $10,693-83.9% | $14,365-88.0% |