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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 | $125,697 | $154,228-18.5% | $145,433-13.6% | $137,256-8.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.92% | 74.59%-63.7pp | 66.58%-55.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $6,654 | $4,804+38.5% | $4,554+46.1% | $4,156+60.1% |
| Participant deferral / active EE | $22,060 | $8,216+168.5% | $7,897+179.3% | $6,407+244.3% |
| Admin fee / account holder | $20,557 | $14,344+43.3% | $13,129+56.6% | $12,270+67.5% |