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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 | $45,868 | $154,228-70.3% | $145,433-68.5% | $137,256-66.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.66% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,255 | $4,804-73.9% | $4,554-72.4% | $4,156-69.8% |
| Participant deferral / active EE | $3,179 | $8,216-61.3% | $7,897-59.7% | $6,407-50.4% |
| Admin fee / account holder | $7,308 | $14,344-49.1% | $13,129-44.3% | $12,270-40.4% |