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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 | $23,335 | $154,228-84.9% | $145,433-84.0% | $137,256-83.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.40% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,583 | $4,804-67.1% | $4,554-65.3% | $4,156-61.9% |
| Participant deferral / active EE | $3,490 | $8,216-57.5% | $7,897-55.8% | $6,407-45.5% |
| Admin fee / account holder | $769 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |