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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 | $128,710 | $172,111-25.2% | $150,298-14.4% | $137,256-6.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.61% | 69.37%-61.8pp | 62.79%-55.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $6,467 | $4,636+39.5% | $4,154+55.7% | $4,156+55.6% |
| Participant deferral / active EE | $7,218 | $6,166+17.1% | $5,453+32.4% | $6,407+12.7% |
| Admin fee / account holder | $76,452 | $16,471+364.2% | $14,116+441.6% | $12,270+523.1% |