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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 | $100,229 | $156,398-35.9% | $147,318-32.0% | $138,895-27.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.98% | 78.75%-69.8pp | 70.43%-61.4pp | 145.39%-136.4pp |
| Employer contribution / active EE | $12,012 | $4,853+147.5% | $4,593+161.5% | $4,194+186.4% |
| Participant deferral / active EE | $16,562 | $8,237+101.1% | $7,906+109.5% | $6,396+158.9% |
| Admin fee / account holder | $23,615 | $14,976+57.7% | $13,708+72.3% | $12,562+88.0% |