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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 | $152,777 | $154,228-0.9% | $145,433+5.1% | $137,256+11.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.97% | 74.59%-63.6pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,745 | $4,804-42.9% | $4,554-39.7% | $4,156-33.9% |
| Participant deferral / active EE | $3,459 | $8,216-57.9% | $7,897-56.2% | $6,407-46.0% |
| Admin fee / account holder | $883 | $14,344-93.8% | $13,129-93.3% | $12,270-92.8% |