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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 | $179,076 | $111,535+60.6% | $105,223+70.2% | $137,256+30.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.21% | 237.85%-227.6pp | 180.65%-170.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $4,656 | $3,939+18.2% | $3,689+26.2% | $4,156+12.0% |
| Participant deferral / active EE | $8,846 | $5,500+60.8% | $5,072+74.4% | $6,407+38.1% |
| Admin fee / account holder | $11,772 | $9,721+21.1% | $8,859+32.9% | $12,270-4.1% |