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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 | $104,426 | $154,228-32.3% | $145,433-28.2% | $137,256-23.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 11.24% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $13,495 | $4,804+180.9% | $4,554+196.3% | $4,156+224.7% |
| Participant deferral / active EE | $23,801 | $8,216+189.7% | $7,897+201.4% | $6,407+271.5% |
| Admin fee / account holder | $23,900 | $14,344+66.6% | $13,129+82.0% | $12,270+94.8% |