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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 | $125,776 | $154,228-18.4% | $145,433-13.5% | $137,256-8.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.89% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,699 | $8,216+54.6% | $7,897+60.8% | $6,407+98.2% |
| Admin fee / account holder | $1,856 | $14,344-87.1% | $13,129-85.9% | $12,270-84.9% |