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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 | $30,735 | $156,398-80.3% | $147,318-79.1% | $138,895-77.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.19% | 78.75%-69.6pp | 70.43%-61.2pp | 145.39%-136.2pp |
| Employer contribution / active EE | $6,124 | $4,853+26.2% | $4,593+33.3% | $4,194+46.0% |
| Participant deferral / active EE | $11,690 | $8,237+41.9% | $7,906+47.9% | $6,396+82.8% |
| Admin fee / account holder | $190,448 | $14,976+1171.7% | $13,708+1289.4% | $12,562+1416.0% |