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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 | $68,598 | $156,398-56.1% | $147,318-53.4% | $138,895-50.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.99% | 78.75%-67.8pp | 70.43%-59.4pp | 145.39%-134.4pp |
| Employer contribution / active EE | $3,974 | $4,853-18.1% | $4,593-13.5% | $4,194-5.3% |
| Participant deferral / active EE | $4,337 | $8,237-47.3% | $7,906-45.1% | $6,396-32.2% |
| Admin fee / account holder | $311 | $14,976-97.9% | $13,708-97.7% | $12,562-97.5% |