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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 | $59,469 | $154,228-61.4% | $145,433-59.1% | $137,256-56.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.78% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,657 | $4,804-44.7% | $4,554-41.7% | $4,156-36.1% |
| Participant deferral / active EE | $5,782 | $8,216-29.6% | $7,897-26.8% | $6,407-9.8% |
| Admin fee / account holder | $827 | $14,344-94.2% | $13,129-93.7% | $12,270-93.3% |