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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 | $156,398-56.8% | $147,318-54.1% | $138,895-51.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.44% | 78.75%-70.3pp | 70.43%-62.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $12,000 | $4,853+147.3% | $4,593+161.3% | $4,194+186.1% |
| Participant deferral / active EE | $9,000 | $8,237+9.3% | $7,906+13.8% | $6,396+40.7% |
| Admin fee / account holder | $13,410 | $14,976-10.5% | $13,708-2.2% | $12,562+6.7% |