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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 | $17,075 | $154,228-88.9% | $145,433-88.3% | $137,256-87.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.97% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,423 | $4,804-70.4% | $4,554-68.7% | $4,156-65.8% |
| Participant deferral / active EE | $2,635 | $8,216-67.9% | $7,897-66.6% | $6,407-58.9% |
| Admin fee / account holder | $2,443 | $14,344-83.0% | $13,129-81.4% | $12,270-80.1% |