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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 | $223,976 | $156,398+43.2% | $147,318+52.0% | $138,895+61.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.69% | 78.75%-68.1pp | 70.43%-59.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $3,435 | $4,853-29.2% | $4,593-25.2% | $4,194-18.1% |
| Participant deferral / active EE | $6,709 | $8,237-18.6% | $7,906-15.1% | $6,396+4.9% |
| Admin fee / account holder | $3,540 | $14,976-76.4% | $13,708-74.2% | $12,562-71.8% |