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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 | $156,398-33.2% | $147,318-29.1% | $138,895-24.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 11.24% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $13,495 | $4,853+178.0% | $4,593+193.8% | $4,194+221.7% |
| Participant deferral / active EE | $23,801 | $8,237+188.9% | $7,906+201.0% | $6,396+272.1% |
| Admin fee / account holder | $23,900 | $14,976+59.6% | $13,708+74.4% | $12,562+90.3% |