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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 | $223,823+4.3% | $211,142+10.6% | $154,746+50.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.11% | 50.39%-40.3pp | 46.84%-36.7pp | 172.34%-162.2pp |
| Employer contribution / active EE | $8,916 | $6,787+31.4% | $6,442+38.4% | $4,379+103.6% |
| Participant deferral / active EE | $8,095 | $9,750-17.0% | $9,284-12.8% | $6,730+20.3% |
| Admin fee / account holder | $2,203 | $19,707-88.8% | $19,076-88.5% | $14,365-84.7% |