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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 | $246,992 | $174,379+41.6% | $152,093+62.4% | $138,895+77.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 6.31% | 74.86%-68.5pp | 66.36%-60.0pp | 145.39%-139.1pp |
| Employer contribution / active EE | $3,649 | $4,652-21.6% | $4,175-12.6% | $4,194-13.0% |
| Participant deferral / active EE | $15,500 | $6,159+151.7% | $5,451+184.3% | $6,396+142.3% |
| Admin fee / account holder | $11,062 | $16,880-34.5% | $14,497-23.7% | $12,562-11.9% |