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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 | $149,077 | $108,942+36.8% | $100,415+48.5% | $145,897+2.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.85% | 58.27%-49.4pp | 49.47%-40.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $4,050 | $4,422-8.4% | $3,943+2.7% | $4,663-13.1% |
| Participant deferral / active EE | $7,625 | $8,461-9.9% | $8,091-5.8% | $6,689+14.0% |
| Admin fee / account holder | $880 | $9,702-90.9% | $7,906-88.9% | $13,390-93.4% |