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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 | $181,132 | $162,136+11.7% | $152,301+18.9% | $154,746+17.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 6.52% | 91.02%-84.5pp | 80.50%-74.0pp | 172.34%-165.8pp |
| Employer contribution / active EE | $2,671 | $4,890-45.4% | $4,624-42.2% | $4,379-39.0% |
| Participant deferral / active EE | $5,963 | $8,341-28.5% | $8,004-25.5% | $6,730-11.4% |
| Admin fee / account holder | $15,482 | $15,759-1.8% | $14,398+7.5% | $14,365+7.8% |