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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 | $87,815 | $201,370-56.4% | $184,256-52.3% | $145,897-39.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.65% | 29.05%-21.4pp | 28.85%-21.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $2,295 | $7,024-67.3% | $6,427-64.3% | $4,663-50.8% |
| Participant deferral / active EE | $3,469 | $9,808-64.6% | $9,133-62.0% | $6,689-48.1% |
| Admin fee / account holder | $10,920 | $16,364-33.3% | $13,899-21.4% | $13,390-18.5% |