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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 | $176,338 | $154,228+14.3% | $145,433+21.3% | $137,256+28.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.13% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $5,212 | $4,804+8.5% | $4,554+14.4% | $4,156+25.4% |
| Participant deferral / active EE | $10,764 | $8,216+31.0% | $7,897+36.3% | $6,407+68.0% |
| Admin fee / account holder | $1,946 | $14,344-86.4% | $13,129-85.2% | $12,270-84.1% |