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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 | $114,155 | $154,228-26.0% | $145,433-21.5% | $137,256-16.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.37% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $3,692 | $4,804-23.1% | $4,554-18.9% | $4,156-11.2% |
| Participant deferral / active EE | $10,523 | $8,216+28.1% | $7,897+33.2% | $6,407+64.2% |
| Admin fee / account holder | $1,006 | $14,344-93.0% | $13,129-92.3% | $12,270-91.8% |