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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 | $68,001 | $156,398-56.5% | $147,318-53.8% | $138,895-51.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.24% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $2,544 | $4,853-47.6% | $4,593-44.6% | $4,194-39.4% |
| Participant deferral / active EE | $4,262 | $8,237-48.3% | $7,906-46.1% | $6,396-33.4% |
| Admin fee / account holder | $617 | $14,976-95.9% | $13,708-95.5% | $12,562-95.1% |