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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 | $160,738 | $185,312-13.3% | $161,489-0.5% | $154,746+3.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.01% | 103.84%-94.8pp | 89.72%-80.7pp | 172.34%-163.3pp |
| Employer contribution / active EE | $8,929 | $4,769+87.2% | $4,268+109.2% | $4,379+103.9% |
| Participant deferral / active EE | $19,919 | $6,350+213.7% | $5,630+253.8% | $6,730+196.0% |
| Admin fee / account holder | $10,941 | $18,654-41.3% | $16,006-31.6% | $14,365-23.8% |