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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 | $113,975 | $175,257-35.0% | $149,717-23.9% | $139,456-18.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.06% | 166.70%-158.6pp | 134.41%-126.3pp | 373.45%-365.4pp |
| Employer contribution / active EE | $3,342 | $5,477-39.0% | $4,820-30.7% | $4,753-29.7% |
| Participant deferral / active EE | $8,467 | $6,521+29.8% | $5,682+49.0% | $6,711+26.2% |
| Admin fee / account holder | $13,530 | $16,156-16.3% | $13,213+2.4% | $11,407+18.6% |