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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 | $234,921 | $154,228+52.3% | $145,433+61.5% | $137,256+71.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.03% | 74.59%-66.6pp | 66.58%-58.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $22,876 | $4,804+376.2% | $4,554+402.3% | $4,156+450.4% |
| Participant deferral / active EE | $30,502 | $8,216+271.2% | $7,897+286.2% | $6,407+376.1% |
| Admin fee / account holder | $537 | $14,344-96.3% | $13,129-95.9% | $12,270-95.6% |