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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 | $98,829 | $154,228-35.9% | $145,433-32.0% | $137,256-28.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.32% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,073 | $4,804-56.8% | $4,554-54.5% | $4,156-50.1% |
| Participant deferral / active EE | $3,906 | $8,216-52.5% | $7,897-50.5% | $6,407-39.0% |
| Admin fee / account holder | $173,333 | $14,344+1108.4% | $13,129+1220.2% | $12,270+1312.6% |