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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 | $120,818 | $154,228-21.7% | $145,433-16.9% | $137,256-12.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.90% | 74.59%-69.7pp | 66.58%-61.7pp | 220.34%-215.4pp |
| Employer contribution / active EE | $12,684 | $4,804+164.0% | $4,554+178.5% | $4,156+205.2% |
| Participant deferral / active EE | $15,914 | $8,216+93.7% | $7,897+101.5% | $6,407+148.4% |
| Admin fee / account holder | $10,231 | $14,344-28.7% | $13,129-22.1% | $12,270-16.6% |