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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 | $147,689 | $111,535+32.4% | $105,223+40.4% | $137,256+7.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.00% | 237.85%-227.9pp | 180.65%-170.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $4,020 | $3,939+2.1% | $3,689+9.0% | $4,156-3.3% |
| Participant deferral / active EE | $9,341 | $5,500+69.8% | $5,072+84.2% | $6,407+45.8% |
| Admin fee / account holder | $729 | $9,721-92.5% | $8,859-91.8% | $12,270-94.1% |