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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 | $27,589 | $156,398-82.4% | $147,318-81.3% | $138,895-80.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.66% | 78.75%-71.1pp | 70.43%-62.8pp | 145.39%-137.7pp |
| Employer contribution / active EE | $2,243 | $4,853-53.8% | $4,593-51.2% | $4,194-46.5% |
| Participant deferral / active EE | $5,260 | $8,237-36.2% | $7,906-33.5% | $6,396-17.8% |
| Admin fee / account holder | $1,090 | $14,976-92.7% | $13,708-92.0% | $12,562-91.3% |