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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 | $242,821 | $154,228+57.4% | $145,433+67.0% | $137,256+76.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.63% | 74.59%-64.0pp | 66.58%-55.9pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,575 | $4,804-46.4% | $4,554-43.5% | $4,156-38.0% |
| Participant deferral / active EE | $10,308 | $8,216+25.5% | $7,897+30.5% | $6,407+60.9% |
| Admin fee / account holder | $57,848 | $14,344+303.3% | $13,129+340.6% | $12,270+371.5% |