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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 | $176,967 | $155,555+13.8% | $146,866+20.5% | $155,188+14.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.70% | 115.41%-105.7pp | 102.85%-93.2pp | 148.84%-139.1pp |
| Employer contribution / active EE | $2,562 | $4,647-44.9% | $4,425-42.1% | $4,248-39.7% |
| Participant deferral / active EE | $14,034 | $8,044+74.5% | $7,759+80.9% | $6,531+114.9% |
| Admin fee / account holder | $393 | $14,755-97.3% | $13,620-97.1% | $14,480-97.3% |