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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 | $110,630 | $154,228-28.3% | $145,433-23.9% | $137,256-19.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.34% | 74.59%-62.3pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,699 | $4,804-64.6% | $4,554-62.7% | $4,156-59.1% |
| Participant deferral / active EE | $3,888 | $8,216-52.7% | $7,897-50.8% | $6,407-39.3% |
| Admin fee / account holder | $1,669 | $14,344-88.4% | $13,129-87.3% | $12,270-86.4% |