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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 | $201,675 | $156,398+29.0% | $147,318+36.9% | $138,895+45.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.80% | 78.75%-71.0pp | 70.43%-62.6pp | 145.39%-137.6pp |
| Employer contribution / active EE | $6,570 | $4,853+35.4% | $4,593+43.0% | $4,194+56.6% |
| Participant deferral / active EE | $21,261 | $8,237+158.1% | $7,906+168.9% | $6,396+232.4% |
| Admin fee / account holder | $167,844 | $14,976+1020.8% | $13,708+1124.5% | $12,562+1236.1% |