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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 | $209,216 | $162,136+29.0% | $152,301+37.4% | $154,746+35.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.44% | 91.02%-81.6pp | 80.50%-71.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $2,835 | $4,890-42.0% | $4,624-38.7% | $4,379-35.3% |
| Participant deferral / active EE | $11,636 | $8,341+39.5% | $8,004+45.4% | $6,730+72.9% |
| Admin fee / account holder | $11,702 | $15,759-25.7% | $14,398-18.7% | $14,365-18.5% |