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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 | $82,817 | $156,398-47.0% | $147,318-43.8% | $138,895-40.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.85% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.5pp |
| Employer contribution / active EE | $2,890 | $4,853-40.5% | $4,593-37.1% | $4,194-31.1% |
| Participant deferral / active EE | $3,138 | $8,237-61.9% | $7,906-60.3% | $6,396-50.9% |
| Admin fee / account holder | $3,954 | $14,976-73.6% | $13,708-71.2% | $12,562-68.5% |