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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 | $111,006 | $174,379-36.3% | $152,093-27.0% | $138,895-20.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.83% | 74.86%-64.0pp | 66.36%-55.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $8,663 | $4,652+86.2% | $4,175+107.5% | $4,194+106.5% |
| Participant deferral / active EE | $5,875 | $6,159-4.6% | $5,451+7.8% | $6,396-8.1% |
| Admin fee / account holder | $1,251 | $16,880-92.6% | $14,497-91.4% | $12,562-90.0% |