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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 | $155,555-46.8% | $146,866-43.6% | $155,188-46.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.85% | 115.41%-105.6pp | 102.85%-93.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $2,890 | $4,647-37.8% | $4,425-34.7% | $4,248-32.0% |
| Participant deferral / active EE | $3,138 | $8,044-61.0% | $7,759-59.6% | $6,531-52.0% |
| Admin fee / account holder | $3,954 | $14,755-73.2% | $13,620-71.0% | $14,480-72.7% |