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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 | $110,333 | $155,555-29.1% | $146,866-24.9% | $155,188-28.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.93% | 115.41%-106.5pp | 102.85%-93.9pp | 148.84%-139.9pp |
| Employer contribution / active EE | $4,723 | $4,647+1.6% | $4,425+6.7% | $4,248+11.2% |
| Participant deferral / active EE | $13,015 | $8,044+61.8% | $7,759+67.7% | $6,531+99.3% |
| Admin fee / account holder | $3,818 | $14,755-74.1% | $13,620-72.0% | $14,480-73.6% |