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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 | $170,725 | $154,228+10.7% | $145,433+17.4% | $137,256+24.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.38% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $6,144 | $4,804+27.9% | $4,554+34.9% | $4,156+47.8% |
| Participant deferral / active EE | $8,809 | $8,216+7.2% | $7,897+11.5% | $6,407+37.5% |
| Admin fee / account holder | $110,208 | $14,344+668.3% | $13,129+739.4% | $12,270+798.2% |