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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 | $121,111 | $154,228-21.5% | $145,433-16.7% | $137,256-11.8% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 10.20% | 74.59%-64.4pp | 66.58%-56.4pp | 220.34%-210.1pp |
| Employer contribution / active EE | $7,439 | $4,804+54.8% | $4,554+63.3% | $4,156+79.0% |
| Participant deferral / active EE | $15,045 | $8,216+83.1% | $7,897+90.5% | $6,407+134.8% |
| Admin fee / account holder | $10,948 | $14,344-23.7% | $13,129-16.6% | $12,270-10.8% |