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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 | $103,416 | $156,398-33.9% | $147,318-29.8% | $138,895-25.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.72% | 78.75%-71.0pp | 70.43%-62.7pp | 145.39%-137.7pp |
| Employer contribution / active EE | $2,410 | $4,853-50.3% | $4,593-47.5% | $4,194-42.5% |
| Participant deferral / active EE | $3,986 | $8,237-51.6% | $7,906-49.6% | $6,396-37.7% |
| Admin fee / account holder | $11,441 | $14,976-23.6% | $13,708-16.5% | $12,562-8.9% |