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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 | $156,398-15.5% | $147,318-10.3% | $138,895-4.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.29% | 78.75%-68.5pp | 70.43%-60.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $5,723 | $4,853+17.9% | $4,593+24.6% | $4,194+36.5% |
| Participant deferral / active EE | $9,525 | $8,237+15.6% | $7,906+20.5% | $6,396+48.9% |
| Admin fee / account holder | $5,308 | $14,976-64.6% | $13,708-61.3% | $12,562-57.7% |