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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 | $67,628 | $154,228-56.2% | $145,433-53.5% | $137,256-50.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.44% | 74.59%-66.1pp | 66.58%-58.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $12,000 | $4,804+149.8% | $4,554+163.5% | $4,156+188.7% |
| Participant deferral / active EE | $9,000 | $8,216+9.5% | $7,897+14.0% | $6,407+40.5% |
| Admin fee / account holder | $13,410 | $14,344-6.5% | $13,129+2.1% | $12,270+9.3% |