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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 | $247,919 | $217,432+14.0% | $185,849+33.4% | $167,536+48.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.86% | 148.42%-140.6pp | 122.10%-114.2pp | 478.82%-471.0pp |
| Employer contribution / active EE | $3,703 | $5,875-37.0% | $5,169-28.4% | $4,839-23.5% |
| Participant deferral / active EE | $4,034 | $6,357-36.6% | $5,569-27.6% | $6,342-36.4% |
| Admin fee / account holder | $1,915 | $19,818-90.3% | $16,244-88.2% | $12,315-84.5% |