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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 | $100,933 | $154,228-34.6% | $145,433-30.6% | $137,256-26.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.53% | 74.59%-70.1pp | 66.58%-62.0pp | 220.34%-215.8pp |
| Employer contribution / active EE | $3,546 | $4,804-26.2% | $4,554-22.2% | $4,156-14.7% |
| Participant deferral / active EE | $16,763 | $8,216+104.0% | $7,897+112.3% | $6,407+161.6% |
| Admin fee / account holder | $7,918 | $14,344-44.8% | $13,129-39.7% | $12,270-35.5% |