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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 | $85,975 | $111,535-22.9% | $105,223-18.3% | $137,256-37.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.96% | 237.85%-227.9pp | 180.65%-170.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $975 | $3,939-75.3% | $3,689-73.6% | $4,156-76.5% |
| Participant deferral / active EE | $2,600 | $5,500-52.7% | $5,072-48.7% | $6,407-59.4% |
| Admin fee / account holder | $5,016 | $9,721-48.4% | $8,859-43.4% | $12,270-59.1% |