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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 | $73,492 | $78,197-6.0% | $98,090-25.1% | $82,637-11.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 14.26% | 40.25%-26.0pp | 37.05%-22.8pp | 53.51%-39.2pp |
| Employer contribution / active EE | $7,421 | $2,605+184.9% | $3,606+105.8% | $2,552+190.8% |
| Participant deferral / active EE | $6,383 | $6,636-3.8% | $7,845-18.6% | $4,126+54.7% |
| Admin fee / account holder | $1,262 | $14,832-91.5% | $11,815-89.3% | $7,339-82.8% |