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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 | $156,398+36.8% | $147,318+45.2% | $138,895+54.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.97% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $4,476 | $4,853-7.8% | $4,593-2.5% | $4,194+6.7% |
| Participant deferral / active EE | $11,416 | $8,237+38.6% | $7,906+44.4% | $6,396+78.5% |
| Admin fee / account holder | $2,098 | $14,976-86.0% | $13,708-84.7% | $12,562-83.3% |