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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 | $123,485 | $176,786-30.2% | $146,643-15.8% | $167,536-26.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.38% | 24.04%-15.7pp | 22.75%-14.4pp | 478.82%-470.4pp |
| Employer contribution / active EE | $22,835 | $5,161+342.4% | $4,137+452.0% | $4,839+371.9% |
| Participant deferral / active EE | $13,925 | $6,440+116.2% | $5,506+152.9% | $6,342+119.6% |
| Admin fee / account holder | $1,820 | $13,262-86.3% | $10,280-82.3% | $12,315-85.2% |