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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 | $74,490 | $156,398-52.4% | $147,318-49.4% | $138,895-46.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.82% | 78.75%-69.9pp | 70.43%-61.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $3,970 | $4,853-18.2% | $4,593-13.6% | $4,194-5.3% |
| Participant deferral / active EE | $15,193 | $8,237+84.4% | $7,906+92.2% | $6,396+137.5% |
| Admin fee / account holder | $8,013 | $14,976-46.5% | $13,708-41.5% | $12,562-36.2% |