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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 | $100,169 | $174,379-42.6% | $152,093-34.1% | $138,895-27.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 6.86% | 74.86%-68.0pp | 66.36%-59.5pp | 145.39%-138.5pp |
| Employer contribution / active EE | $8,403 | $4,652+80.6% | $4,175+101.3% | $4,194+100.3% |
| Participant deferral / active EE | $5,477 | $6,159-11.1% | $5,451+0.5% | $6,396-14.4% |
| Admin fee / account holder | $776 | $16,880-95.4% | $14,497-94.6% | $12,562-93.8% |