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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 | $29,530 | $201,264-85.3% | $184,185-84.0% | $145,978-79.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.52% | 29.00%-21.5pp | 28.81%-21.3pp | 550.52%-543.0pp |
| Employer contribution / active EE | $2,661 | $7,021-62.1% | $6,426-58.6% | $4,662-42.9% |
| Participant deferral / active EE | $5,461 | $9,806-44.3% | $9,132-40.2% | $6,690-18.4% |
| Admin fee / account holder | $13,184 | $16,376-19.5% | $13,909-5.2% | $13,400-1.6% |