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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 | $73,559 | $183,539-59.9% | $155,556-52.7% | $145,897-49.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.09% | 61.31%-54.2pp | 64.84%-57.7pp | 552.29%-545.2pp |
| Employer contribution / active EE | $1,274 | $5,315-76.0% | $4,675-72.7% | $4,663-72.7% |
| Participant deferral / active EE | $5,456 | $6,467-15.6% | $5,631-3.1% | $6,689-18.4% |
| Admin fee / account holder | $5,360 | $19,275-72.2% | $15,885-66.3% | $13,390-60.0% |