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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 | $222,935 | $154,228+44.5% | $145,433+53.3% | $137,256+62.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.33% | 74.59%-64.3pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,785 | $4,804-42.0% | $4,554-38.9% | $4,156-33.0% |
| Participant deferral / active EE | $6,744 | $8,216-17.9% | $7,897-14.6% | $6,407+5.3% |
| Admin fee / account holder | $1,617 | $14,344-88.7% | $13,129-87.7% | $12,270-86.8% |