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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 | $171,787 | $156,398+9.8% | $147,318+16.6% | $138,895+23.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.40% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $14,701 | $4,853+202.9% | $4,593+220.1% | $4,194+250.5% |
| Participant deferral / active EE | $14,875 | $8,237+80.6% | $7,906+88.1% | $6,396+132.6% |
| Admin fee / account holder | $1,606 | $14,976-89.3% | $13,708-88.3% | $12,562-87.2% |