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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 | $158,105 | $172,111-8.1% | $150,298+5.2% | $137,256+15.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.69% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $11,707 | $4,636+152.5% | $4,154+181.8% | $4,156+181.7% |
| Participant deferral / active EE | $9,378 | $6,166+52.1% | $5,453+72.0% | $6,407+46.4% |
| Admin fee / account holder | $1,244 | $16,471-92.5% | $14,116-91.2% | $12,270-89.9% |