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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 | $227,978 | $201,372+13.2% | $184,260+23.7% | $145,884+56.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.36% | 29.04%-20.7pp | 28.84%-20.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $2,572 | $7,024-63.4% | $6,427-60.0% | $4,662-44.8% |
| Participant deferral / active EE | $11,700 | $9,808+19.3% | $9,133+28.1% | $6,690+74.9% |
| Admin fee / account holder | $1,917 | $16,362-88.3% | $13,898-86.2% | $13,392-85.7% |