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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 | $162,136-12.2% | $152,301-6.6% | $154,746-8.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.95% | 91.02%-81.1pp | 80.50%-70.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $6,577 | $4,890+34.5% | $4,624+42.2% | $4,379+50.2% |
| Participant deferral / active EE | $3,605 | $8,341-56.8% | $8,004-55.0% | $6,730-46.4% |
| Admin fee / account holder | $29,981 | $15,759+90.2% | $14,398+108.2% | $14,365+108.7% |