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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 | $79,573 | $154,228-48.4% | $145,433-45.3% | $137,256-42.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.72% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,578 | $4,804-46.3% | $4,554-43.4% | $4,156-38.0% |
| Participant deferral / active EE | $6,755 | $8,216-17.8% | $7,897-14.5% | $6,407+5.4% |
| Admin fee / account holder | $13,239 | $14,344-7.7% | $13,129+0.8% | $12,270+7.9% |