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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 | $222,774 | $156,398+42.4% | $147,318+51.2% | $138,895+60.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.01% | 78.75%-66.7pp | 70.43%-58.4pp | 145.39%-133.4pp |
| Employer contribution / active EE | $3,076 | $4,853-36.6% | $4,593-33.0% | $4,194-26.7% |
| Participant deferral / active EE | $7,390 | $8,237-10.3% | $7,906-6.5% | $6,396+15.5% |
| Admin fee / account holder | $886 | $14,976-94.1% | $13,708-93.5% | $12,562-92.9% |