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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 | $111,726 | $157,276-29.0% | $141,177-20.9% | $152,885-26.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.47% | 64.33%-55.9pp | 71.40%-62.9pp | 345.39%-336.9pp |
| Employer contribution / active EE | $2,016 | $5,262-61.7% | $4,736-57.4% | $4,763-57.7% |
| Participant deferral / active EE | $8,614 | $7,110+21.1% | $6,710+28.4% | $5,851+47.2% |
| Admin fee / account holder | $1,367 | $12,123-88.7% | $10,263-86.7% | $11,598-88.2% |