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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 | $190,054 | $209,336-9.2% | $197,124-3.6% | $137,256+38.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.62% | 48.09%-39.5pp | 44.34%-35.7pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,674 | $6,591-59.4% | $6,227-57.1% | $4,156-35.7% |
| Participant deferral / active EE | $5,019 | $9,614-47.8% | $9,135-45.1% | $6,407-21.7% |
| Admin fee / account holder | $1,673 | $17,308-90.3% | $16,298-89.7% | $12,270-86.4% |