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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 | $113,213 | $156,398-27.6% | $147,318-23.2% | $138,895-18.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.50% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.9pp |
| Employer contribution / active EE | $10,000 | $4,853+106.0% | $4,593+117.7% | $4,194+138.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,164 | $14,976-92.2% | $13,708-91.5% | $12,562-90.7% |