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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 | $184,110 | $155,555+18.4% | $146,866+25.4% | $155,188+18.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.60% | 115.41%-107.8pp | 102.85%-95.3pp | 148.84%-141.2pp |
| Employer contribution / active EE | $9,253 | $4,647+99.1% | $4,425+109.1% | $4,248+117.8% |
| Participant deferral / active EE | $16,738 | $8,044+108.1% | $7,759+115.7% | $6,531+156.3% |
| Admin fee / account holder | $7,359 | $14,755-50.1% | $13,620-46.0% | $14,480-49.2% |