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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 | $202,100 | $156,398+29.2% | $147,318+37.2% | $138,895+45.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.66% | 78.75%-69.1pp | 70.43%-60.8pp | 145.39%-135.7pp |
| Employer contribution / active EE | $3,122 | $4,853-35.7% | $4,593-32.0% | $4,194-25.6% |
| Participant deferral / active EE | $5,647 | $8,237-31.4% | $7,906-28.6% | $6,396-11.7% |
| Admin fee / account holder | $3,182 | $14,976-78.8% | $13,708-76.8% | $12,562-74.7% |