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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 | $158,238 | $181,062-12.6% | $158,2230% | $155,188+2.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 6.51% | 57.39%-50.9pp | 52.09%-45.6pp | 148.84%-142.3pp |
| Employer contribution / active EE | $4,577 | $4,565+0.3% | $4,109+11.4% | $4,248+7.8% |
| Participant deferral / active EE | $12,052 | $6,134+96.5% | $5,467+120.4% | $6,531+84.5% |
| Admin fee / account holder | $127,330 | $18,825+576.4% | $16,047+693.5% | $14,480+779.4% |