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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 | $45,920 | $154,228-70.2% | $145,433-68.4% | $137,256-66.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.67% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $6,656 | $4,804+38.6% | $4,554+46.1% | $4,156+60.2% |
| Participant deferral / active EE | $9,929 | $8,216+20.8% | $7,897+25.7% | $6,407+55.0% |
| Admin fee / account holder | $848 | $14,344-94.1% | $13,129-93.5% | $12,270-93.1% |