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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 | $209,336-25.4% | $197,124-20.8% | $137,256+13.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.77% | 48.09%-39.3pp | 44.34%-35.6pp | 220.34%-211.6pp |
| Employer contribution / active EE | $13,879 | $6,591+110.6% | $6,227+122.9% | $4,156+233.9% |
| Participant deferral / active EE | $10,173 | $9,614+5.8% | $9,135+11.4% | $6,407+58.8% |
| Admin fee / account holder | $3,527 | $17,308-79.6% | $16,298-78.4% | $12,270-71.3% |