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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 | $184,369 | $156,398+17.9% | $147,318+25.1% | $138,895+32.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.19% | 78.75%-68.6pp | 70.43%-60.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $4,256 | $4,853-12.3% | $4,593-7.3% | $4,194+1.5% |
| Participant deferral / active EE | $3,696 | $8,237-55.1% | $7,906-53.2% | $6,396-42.2% |
| Admin fee / account holder | $11,113 | $14,976-25.8% | $13,708-18.9% | $12,562-11.5% |