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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 | $142,289 | $154,228-7.7% | $145,433-2.2% | $137,256+3.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.95% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $6,577 | $4,804+36.9% | $4,554+44.4% | $4,156+58.2% |
| Participant deferral / active EE | $3,605 | $8,216-56.1% | $7,897-54.4% | $6,407-43.7% |
| Admin fee / account holder | $29,981 | $14,344+109.0% | $13,129+128.4% | $12,270+144.3% |