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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 | $132,145 | $154,228-14.3% | $145,433-9.1% | $137,256-3.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.29% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $5,723 | $4,804+19.1% | $4,554+25.7% | $4,156+37.7% |
| Participant deferral / active EE | $9,525 | $8,216+15.9% | $7,897+20.6% | $6,407+48.7% |
| Admin fee / account holder | $5,308 | $14,344-63.0% | $13,129-59.6% | $12,270-56.7% |