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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 | $218,640 | $154,228+41.8% | $145,433+50.3% | $137,256+59.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.67% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $7,879 | $4,804+64.0% | $4,554+73.0% | $4,156+89.6% |
| Participant deferral / active EE | $8,211 | $8,216-0.1% | $7,897+4.0% | $6,407+28.2% |
| Admin fee / account holder | $17,581 | $14,344+22.6% | $13,129+33.9% | $12,270+43.3% |