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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 | $108,686 | $115,225-5.7% | $100,712+7.9% | $138,895-21.7% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 7.62% | 40.35%-32.7pp | 33.27%-25.7pp | 145.39%-137.8pp |
| Employer contribution / active EE | $24,895 | $2,771+798.4% | $2,313+976.5% | $4,194+493.6% |
| Participant deferral / active EE | $11,500 | $4,699+144.7% | $4,085+181.5% | $6,396+79.8% |
| Admin fee / account holder | $519 | $10,844-95.2% | $9,256-94.4% | $12,562-95.9% |