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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 | $74,684 | $124,346-39.9% | $111,308-32.9% | $167,536-55.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.61% | 37.45%-29.8pp | 54.67%-47.1pp | 478.82%-471.2pp |
| Employer contribution / active EE | $3,445 | $3,437+0.2% | $2,732+26.1% | $4,839-28.8% |
| Participant deferral / active EE | $6,190 | $5,182+19.5% | $4,487+37.9% | $6,342-2.4% |
| Admin fee / account holder | $13,382 | $10,621+26.0% | $7,965+68.0% | $12,315+8.7% |