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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 | $220,175 | $174,379+26.3% | $152,093+44.8% | $138,895+58.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 5.66% | 74.86%-69.2pp | 66.36%-60.7pp | 145.39%-139.7pp |
| Employer contribution / active EE | $3,088 | $4,652-33.6% | $4,175-26.0% | $4,194-26.4% |
| Participant deferral / active EE | $6,474 | $6,159+5.1% | $5,451+18.8% | $6,396+1.2% |
| Admin fee / account holder | $397 | $16,880-97.6% | $14,497-97.3% | $12,562-96.8% |