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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 | $155,555-53.4% | $146,866-50.6% | $155,188-53.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.06% | 115.41%-108.4pp | 102.85%-95.8pp | 148.84%-141.8pp |
| Employer contribution / active EE | $3,557 | $4,647-23.4% | $4,425-19.6% | $4,248-16.3% |
| Participant deferral / active EE | $6,761 | $8,044-16.0% | $7,759-12.9% | $6,531+3.5% |
| Admin fee / account holder | $24,400 | $14,755+65.4% | $13,620+79.1% | $14,480+68.5% |