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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 | $162,136-43.3% | $152,301-39.6% | $154,746-40.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 7.56% | 91.02%-83.5pp | 80.50%-72.9pp | 172.34%-164.8pp |
| Employer contribution / active EE | $4,347 | $4,890-11.1% | $4,624-6.0% | $4,379-0.7% |
| Participant deferral / active EE | $19,100 | $8,341+129.0% | $8,004+138.6% | $6,730+183.8% |
| Admin fee / account holder | $12,593 | $15,759-20.1% | $14,398-12.5% | $14,365-12.3% |