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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 | $62,987 | $172,111-63.4% | $150,298-58.1% | $137,256-54.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.18% | 69.37%-64.2pp | 62.79%-57.6pp | 220.34%-215.2pp |
| Employer contribution / active EE | $4,627 | $4,636-0.2% | $4,154+11.4% | $4,156+11.3% |
| Participant deferral / active EE | $1,999 | $6,166-67.6% | $5,453-63.3% | $6,407-68.8% |
| Admin fee / account holder | $3,201 | $16,471-80.6% | $14,116-77.3% | $12,270-73.9% |