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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 | $223,823-71.6% | $211,142-69.8% | $154,746-58.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.83% | 50.39%-40.6pp | 46.84%-37.0pp | 172.34%-162.5pp |
| Employer contribution / active EE | $2,024 | $6,787-70.2% | $6,442-68.6% | $4,379-53.8% |
| Participant deferral / active EE | $16,088 | $9,750+65.0% | $9,284+73.3% | $6,730+139.0% |
| Admin fee / account holder | $1,887 | $19,707-90.4% | $19,076-90.1% | $14,365-86.9% |