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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 | $175,034 | $135,956+28.7% | $123,894+41.3% | $273,972-36.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.56% | 56.63%-53.1pp | 47.52%-44.0pp | 41.46%-37.9pp |
| Employer contribution / active EE | $7,555 | $5,170+46.1% | $4,617+63.6% | $4,869+55.2% |
| Participant deferral / active EE | $8,928 | $6,343+40.8% | $5,984+49.2% | $5,287+68.9% |
| Admin fee / account holder | $6,937 | $9,817-29.3% | $8,357-17.0% | $10,133-31.5% |