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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 | $231,200 | $201,259+14.9% | $184,200+25.5% | $145,959+58.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.17% | 28.98%-19.8pp | 28.80%-19.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $9,190 | $7,018+30.9% | $6,424+43.1% | $4,661+97.2% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27,509 | $16,372+68.0% | $13,907+97.8% | $13,398+105.3% |