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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 | $63,674 | $209,336-69.6% | $197,124-67.7% | $137,256-53.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.83% | 48.09%-38.3pp | 44.34%-34.5pp | 220.34%-210.5pp |
| Employer contribution / active EE | $2,024 | $6,591-69.3% | $6,227-67.5% | $4,156-51.3% |
| Participant deferral / active EE | $16,088 | $9,614+67.3% | $9,135+76.1% | $6,407+151.1% |
| Admin fee / account holder | $1,887 | $17,308-89.1% | $16,298-88.4% | $12,270-84.6% |