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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 | $72,694 | $154,228-52.9% | $145,433-50.0% | $137,256-47.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.52% | 74.59%-65.1pp | 66.58%-57.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $6,032 | $4,804+25.6% | $4,554+32.4% | $4,156+45.1% |
| Participant deferral / active EE | $6,068 | $8,216-26.1% | $7,897-23.2% | $6,407-5.3% |
| Admin fee / account holder | $435 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |