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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 | $222,836 | $154,228+44.5% | $145,433+53.2% | $137,256+62.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.41% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,558 | $4,804-67.6% | $4,554-65.8% | $4,156-62.5% |
| Participant deferral / active EE | $3,570 | $8,216-56.5% | $7,897-54.8% | $6,407-44.3% |
| Admin fee / account holder | $5,151 | $14,344-64.1% | $13,129-60.8% | $12,270-58.0% |