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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 | $233,425 | $154,228+51.4% | $145,433+60.5% | $137,256+70.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 11.83% | 74.59%-62.8pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,978 | $4,804-17.2% | $4,554-12.7% | $4,156-4.3% |
| Participant deferral / active EE | $15,656 | $8,216+90.5% | $7,897+98.2% | $6,407+144.4% |
| Admin fee / account holder | $563 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |