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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 | $157,582 | $154,228+2.2% | $145,433+8.4% | $137,256+14.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.93% | 74.59%-65.7pp | 66.58%-57.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,516 | $4,804-68.4% | $4,554-66.7% | $4,156-63.5% |
| Participant deferral / active EE | $8,769 | $8,216+6.7% | $7,897+11.0% | $6,407+36.9% |
| Admin fee / account holder | $17,409 | $14,344+21.4% | $13,129+32.6% | $12,270+41.9% |