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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 | $192,464 | $181,062+6.3% | $158,223+21.6% | $155,188+24.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 4.00% | 57.39%-53.4pp | 52.09%-48.1pp | 148.84%-144.8pp |
| Employer contribution / active EE | $9,298 | $4,565+103.7% | $4,109+126.3% | $4,248+118.9% |
| Participant deferral / active EE | $7,163 | $6,134+16.8% | $5,467+31.0% | $6,531+9.7% |
| Admin fee / account holder | $8,514 | $18,825-54.8% | $16,047-46.9% | $14,480-41.2% |