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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 | $108,857 | $211,105-48.4% | $178,449-39.0% | $145,978-25.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.51% | 30.19%-22.7pp | 27.09%-19.6pp | 550.52%-543.0pp |
| Employer contribution / active EE | $1,075 | $4,569-76.5% | $3,951-72.8% | $4,662-76.9% |
| Participant deferral / active EE | $20,650 | $6,959+196.7% | $6,277+229.0% | $6,690+208.7% |
| Admin fee / account holder | $1,484 | $12,017-87.6% | $10,362-85.7% | $13,400-88.9% |