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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 | $172,111-64.5% | $150,298-59.4% | $137,256-55.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.25% | 69.37%-62.1pp | 62.79%-55.5pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,463 | $4,636-68.4% | $4,154-64.8% | $4,156-64.8% |
| Participant deferral / active EE | $4,466 | $6,166-27.6% | $5,453-18.1% | $6,407-30.3% |
| Admin fee / account holder | $1,779 | $16,471-89.2% | $14,116-87.4% | $12,270-85.5% |