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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 | $181,062-66.3% | $158,223-61.4% | $155,188-60.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 7.25% | 57.39%-50.1pp | 52.09%-44.8pp | 148.84%-141.6pp |
| Employer contribution / active EE | $1,463 | $4,565-67.9% | $4,109-64.4% | $4,248-65.5% |
| Participant deferral / active EE | $4,466 | $6,134-27.2% | $5,467-18.3% | $6,531-31.6% |
| Admin fee / account holder | $1,779 | $18,825-90.5% | $16,047-88.9% | $14,480-87.7% |