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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 | $243,039 | $154,228+57.6% | $145,433+67.1% | $137,256+77.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.66% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $3,582 | $4,804-25.4% | $4,554-21.4% | $4,156-13.8% |
| Participant deferral / active EE | $21,333 | $8,216+159.6% | $7,897+170.1% | $6,407+233.0% |
| Admin fee / account holder | $12,277 | $14,344-14.4% | $13,129-6.5% | $12,270+0.1% |