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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 | $70,418 | $212,386-66.8% | $199,883-64.8% | $138,895-49.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 8.61% | 47.75%-39.1pp | 43.81%-35.2pp | 145.39%-136.8pp |
| Employer contribution / active EE | $3,152 | $6,625-52.4% | $6,261-49.7% | $4,194-24.9% |
| Participant deferral / active EE | $4,469 | $9,617-53.5% | $9,138-51.1% | $6,396-30.1% |
| Admin fee / account holder | $33,505 | $18,233+83.8% | $17,268+94.0% | $12,562+166.7% |