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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 | $58,374 | $199,109-70.7% | $173,730-66.4% | $154,746-62.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.09% | 20.02%-13.9pp | 19.96%-13.9pp | 172.34%-166.3pp |
| Employer contribution / active EE | $7,742 | $5,311+45.8% | $4,577+69.1% | $4,379+76.8% |
| Participant deferral / active EE | $6,880 | $7,113-3.3% | $6,326+8.8% | $6,730+2.2% |
| Admin fee / account holder | $3,012 | $20,916-85.6% | $17,523-82.8% | $14,365-79.0% |