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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 | $105,890 | $65,361+62.0% | $92,903+14.0% | $72,983+45.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 4.32% | 42.11%-37.8pp | 109.43%-105.1pp | 81.01%-76.7pp |
| Employer contribution / active EE | $4,671 | $2,594+80.0% | $3,653+27.9% | $2,440+91.4% |
| Participant deferral / active EE | $5,266 | $3,128+68.3% | $4,238+24.3% | $3,608+46.0% |
| Admin fee / account holder | $6,056 | $4,251+42.5% | $5,795+4.5% | $5,124+18.2% |