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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 | $33,301 | $154,228-78.4% | $145,433-77.1% | $137,256-75.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.03% | 74.59%-62.6pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,085 | $4,804-56.6% | $4,554-54.2% | $4,156-49.8% |
| Participant deferral / active EE | $3,045 | $8,216-62.9% | $7,897-61.4% | $6,407-52.5% |
| Admin fee / account holder | $3,615 | $14,344-74.8% | $13,129-72.5% | $12,270-70.5% |