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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 | $157,354 | $209,336-24.8% | $197,124-20.2% | $137,256+14.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.55% | 48.09%-38.5pp | 44.34%-34.8pp | 220.34%-210.8pp |
| Employer contribution / active EE | $9,504 | $6,591+44.2% | $6,227+52.6% | $4,156+128.7% |
| Participant deferral / active EE | $14,276 | $9,614+48.5% | $9,135+56.3% | $6,407+122.8% |
| Admin fee / account holder | $619 | $17,308-96.4% | $16,298-96.2% | $12,270-95.0% |