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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 | $235,631 | $156,398+50.7% | $147,318+59.9% | $138,895+69.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.63% | 78.75%-67.1pp | 70.43%-58.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $8,012 | $4,853+65.1% | $4,593+74.5% | $4,194+91.0% |
| Participant deferral / active EE | $15,202 | $8,237+84.5% | $7,906+92.3% | $6,396+137.7% |
| Admin fee / account holder | $2,115 | $14,976-85.9% | $13,708-84.6% | $12,562-83.2% |