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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 | $61,087 | $185,312-67.0% | $161,489-62.2% | $154,746-60.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.25% | 103.84%-96.6pp | 89.72%-82.5pp | 172.34%-165.1pp |
| Employer contribution / active EE | $1,463 | $4,769-69.3% | $4,268-65.7% | $4,379-66.6% |
| Participant deferral / active EE | $4,466 | $6,350-29.7% | $5,630-20.7% | $6,730-33.6% |
| Admin fee / account holder | $1,779 | $18,654-90.5% | $16,006-88.9% | $14,365-87.6% |