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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 | $216,063 | $154,228+40.1% | $145,433+48.6% | $137,256+57.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.98% | 74.59%-69.6pp | 66.58%-61.6pp | 220.34%-215.4pp |
| Employer contribution / active EE | $12,893 | $4,804+168.4% | $4,554+183.1% | $4,156+210.2% |
| Participant deferral / active EE | $18,092 | $8,216+120.2% | $7,897+129.1% | $6,407+182.4% |
| Admin fee / account holder | $1,573 | $14,344-89.0% | $13,129-88.0% | $12,270-87.2% |