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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 | $183,653 | $156,398+17.4% | $147,318+24.7% | $138,895+32.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.64% | 78.75%-71.1pp | 70.43%-62.8pp | 145.39%-137.8pp |
| Employer contribution / active EE | $2,041 | $4,853-57.9% | $4,593-55.6% | $4,194-51.3% |
| Participant deferral / active EE | $11,858 | $8,237+43.9% | $7,906+50.0% | $6,396+85.4% |
| Admin fee / account holder | $2,498 | $14,976-83.3% | $13,708-81.8% | $12,562-80.1% |