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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 | $226,447 | $156,398+44.8% | $147,318+53.7% | $138,895+63.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.01% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $2,147 | $4,853-55.8% | $4,593-53.3% | $4,194-48.8% |
| Participant deferral / active EE | $9,141 | $8,237+11.0% | $7,906+15.6% | $6,396+42.9% |
| Admin fee / account holder | $3,915 | $14,976-73.9% | $13,708-71.4% | $12,562-68.8% |