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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 | $209,523 | $156,398+34.0% | $147,318+42.2% | $138,895+50.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.65% | 78.75%-68.1pp | 70.43%-59.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $7,576 | $4,853+56.1% | $4,593+64.9% | $4,194+80.6% |
| Participant deferral / active EE | $17,889 | $8,237+117.2% | $7,906+126.3% | $6,396+179.7% |
| Admin fee / account holder | $651 | $14,976-95.7% | $13,708-95.3% | $12,562-94.8% |