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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 | $91,948 | $154,228-40.4% | $145,433-36.8% | $137,256-33.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.56% | 74.59%-67.0pp | 66.58%-59.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $4,347 | $4,804-9.5% | $4,554-4.6% | $4,156+4.6% |
| Participant deferral / active EE | $19,100 | $8,216+132.5% | $7,897+141.9% | $6,407+198.1% |
| Admin fee / account holder | $12,593 | $14,344-12.2% | $13,129-4.1% | $12,270+2.6% |