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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 | $188,713 | $162,136+16.4% | $152,301+23.9% | $154,746+22.0% |
| Participation rate | 82.6% | 84.1%-1.5pp | 82.4%+0.2pp | 80.7%+1.9pp |
| Annual return | 9.63% | 91.02%-81.4pp | 80.50%-70.9pp | 172.34%-162.7pp |
| Employer contribution / active EE | $3,522 | $4,890-28.0% | $4,624-23.8% | $4,379-19.6% |
| Participant deferral / active EE | $14,207 | $8,341+70.3% | $8,004+77.5% | $6,730+111.1% |
| Admin fee / account holder | $909 | $15,759-94.2% | $14,398-93.7% | $14,365-93.7% |