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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 | $115,261 | $174,379-33.9% | $152,093-24.2% | $138,895-17.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.36% | 74.86%-66.5pp | 66.36%-58.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $4,423 | $4,652-4.9% | $4,175+6.0% | $4,194+5.5% |
| Participant deferral / active EE | $4,423 | $6,159-28.2% | $5,451-18.9% | $6,396-30.8% |
| Admin fee / account holder | $1,103 | $16,880-93.5% | $14,497-92.4% | $12,562-91.2% |