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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 | $130,617 | $156,398-16.5% | $147,318-11.3% | $138,895-6.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.52% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,815 | $4,853-42.0% | $4,593-38.7% | $4,194-32.9% |
| Participant deferral / active EE | $5,708 | $8,237-30.7% | $7,906-27.8% | $6,396-10.8% |
| Admin fee / account holder | $2,322 | $14,976-84.5% | $13,708-83.1% | $12,562-81.5% |