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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 | $111,396 | $185,312-39.9% | $161,489-31.0% | $154,746-28.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.19% | 103.84%-96.7pp | 89.72%-82.5pp | 172.34%-165.1pp |
| Employer contribution / active EE | $2,080 | $4,769-56.4% | $4,268-51.3% | $4,379-52.5% |
| Participant deferral / active EE | $31,005 | $6,350+388.3% | $5,630+450.7% | $6,730+360.7% |
| Admin fee / account holder | $22,496 | $18,654+20.6% | $16,006+40.6% | $14,365+56.6% |