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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 | $157,913 | $154,228+2.4% | $145,433+8.6% | $137,256+15.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.18% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.2pp |
| Employer contribution / active EE | $2,946 | $4,804-38.7% | $4,554-35.3% | $4,156-29.1% |
| Participant deferral / active EE | $13,172 | $8,216+60.3% | $7,897+66.8% | $6,407+105.6% |
| Admin fee / account holder | $729 | $14,344-94.9% | $13,129-94.4% | $12,270-94.1% |