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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 | $156,183 | $227,291-31.3% | $214,702-27.3% | $155,188+0.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 8.77% | 60.08%-51.3pp | 54.55%-45.8pp | 148.84%-140.1pp |
| Employer contribution / active EE | $13,879 | $6,772+105.0% | $6,461+114.8% | $4,248+226.7% |
| Participant deferral / active EE | $10,173 | $9,582+6.2% | $9,147+11.2% | $6,531+55.8% |
| Admin fee / account holder | $3,527 | $20,413-82.7% | $19,830-82.2% | $14,480-75.6% |