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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 | $76,752 | $70,366+9.1% | $66,674+15.1% | $138,895-44.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 10.45% | 386.41%-376.0pp | 321.24%-310.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,378 | $2,765-14.0% | $2,620-9.3% | $4,194-43.3% |
| Participant deferral / active EE | $3,808 | $4,374-13.0% | $4,084-6.8% | $6,396-40.5% |
| Admin fee / account holder | $5,383 | $5,262+2.3% | $5,098+5.6% | $12,562-57.2% |