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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 | $148,452 | $156,398-5.1% | $147,318+0.8% | $138,895+6.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.80% | 78.75%-67.0pp | 70.43%-58.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $3,627 | $4,853-25.3% | $4,593-21.0% | $4,194-13.5% |
| Participant deferral / active EE | $17,497 | $8,237+112.4% | $7,906+121.3% | $6,396+173.6% |
| Admin fee / account holder | $20,736 | $14,976+38.5% | $13,708+51.3% | $12,562+65.1% |