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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 | $117,253 | $154,228-24.0% | $145,433-19.4% | $137,256-14.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.34% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-210.0pp |
| Employer contribution / active EE | $5,496 | $4,804+14.4% | $4,554+20.7% | $4,156+32.2% |
| Participant deferral / active EE | $9,949 | $8,216+21.1% | $7,897+26.0% | $6,407+55.3% |
| Admin fee / account holder | $1,220 | $14,344-91.5% | $13,129-90.7% | $12,270-90.1% |