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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 | $182,548 | $148,629+22.8% | $135,982+34.2% | $139,487+30.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.55% | 79.33%-68.8pp | 68.32%-57.8pp | 373.84%-363.3pp |
| Employer contribution / active EE | $4,057 | $5,247-22.7% | $4,859-16.5% | $4,755-14.7% |
| Participant deferral / active EE | $9,672 | $8,102+19.4% | $7,760+24.6% | $6,713+44.1% |
| Admin fee / account holder | $11,086 | $12,406-10.6% | $10,767+3.0% | $11,407-2.8% |