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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 | $213,925 | $154,228+38.7% | $145,433+47.1% | $137,256+55.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.97% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $4,476 | $4,804-6.8% | $4,554-1.7% | $4,156+7.7% |
| Participant deferral / active EE | $11,416 | $8,216+38.9% | $7,897+44.6% | $6,407+78.2% |
| Admin fee / account holder | $2,098 | $14,344-85.4% | $13,129-84.0% | $12,270-82.9% |