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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 | $174,533 | $185,312-5.8% | $161,489+8.1% | $154,746+12.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.54% | 103.84%-95.3pp | 89.72%-81.2pp | 172.34%-163.8pp |
| Employer contribution / active EE | $1,600 | $4,769-66.5% | $4,268-62.5% | $4,379-63.5% |
| Participant deferral / active EE | $4,020 | $6,350-36.7% | $5,630-28.6% | $6,730-40.3% |
| Admin fee / account holder | $1,490 | $18,654-92.0% | $16,006-90.7% | $14,365-89.6% |