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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 | $233,453 | $209,336+11.5% | $197,124+18.4% | $137,256+70.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.11% | 48.09%-38.0pp | 44.34%-34.2pp | 220.34%-210.2pp |
| Employer contribution / active EE | $8,916 | $6,591+35.3% | $6,227+43.2% | $4,156+114.5% |
| Participant deferral / active EE | $8,095 | $9,614-15.8% | $9,135-11.4% | $6,407+26.4% |
| Admin fee / account holder | $2,203 | $17,308-87.3% | $16,298-86.5% | $12,270-82.0% |