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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 | $178,167 | $111,535+59.7% | $105,223+69.3% | $137,256+29.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.50% | 237.85%-226.4pp | 180.65%-169.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $4,995 | $3,939+26.8% | $3,689+35.4% | $4,156+20.2% |
| Participant deferral / active EE | $6,612 | $5,500+20.2% | $5,072+30.4% | $6,407+3.2% |
| Admin fee / account holder | $8,072 | $9,721-17.0% | $8,859-8.9% | $12,270-34.2% |