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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 | $72,518 | $154,228-53.0% | $145,433-50.1% | $137,256-47.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.06% | 74.59%-67.5pp | 66.58%-59.5pp | 220.34%-213.3pp |
| Employer contribution / active EE | $3,557 | $4,804-26.0% | $4,554-21.9% | $4,156-14.4% |
| Participant deferral / active EE | $6,761 | $8,216-17.7% | $7,897-14.4% | $6,407+5.5% |
| Admin fee / account holder | $24,400 | $14,344+70.1% | $13,129+85.8% | $12,270+98.9% |