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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 | $150,608 | $156,398-3.7% | $147,318+2.2% | $138,895+8.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.14% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $6,242 | $4,853+28.6% | $4,593+35.9% | $4,194+48.8% |
| Participant deferral / active EE | $3,049 | $8,237-63.0% | $7,906-61.4% | $6,396-52.3% |
| Admin fee / account holder | $16,553 | $14,976+10.5% | $13,708+20.8% | $12,562+31.8% |