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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 | $116,789 | $199,109-41.3% | $173,730-32.8% | $154,746-24.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.74% | 20.02%-13.3pp | 19.96%-13.2pp | 172.34%-165.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,471 | $7,113+89.4% | $6,326+112.9% | $6,730+100.1% |
| Admin fee / account holder | $23,122 | $20,916+10.5% | $17,523+31.9% | $14,365+61.0% |