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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 | $38,759 | $156,398-75.2% | $147,318-73.7% | $138,895-72.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.21% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $5,918 | $4,853+21.9% | $4,593+28.9% | $4,194+41.1% |
| Participant deferral / active EE | $6,892 | $8,237-16.3% | $7,906-12.8% | $6,396+7.7% |
| Admin fee / account holder | $8,695 | $14,976-41.9% | $13,708-36.6% | $12,562-30.8% |