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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 | $124,477 | $183,539-32.2% | $155,556-20.0% | $145,897-14.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.82% | 61.31%-53.5pp | 64.84%-57.0pp | 552.29%-544.5pp |
| Employer contribution / active EE | $3,185 | $5,315-40.1% | $4,675-31.9% | $4,663-31.7% |
| Participant deferral / active EE | $12,396 | $6,467+91.7% | $5,631+120.1% | $6,689+85.3% |
| Admin fee / account holder | $4,526 | $19,275-76.5% | $15,885-71.5% | $13,390-66.2% |