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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 | $109,624 | $183,627-40.3% | $155,602-29.5% | $145,978-24.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.66% | 61.32%-52.7pp | 64.81%-56.1pp | 550.52%-541.9pp |
| Employer contribution / active EE | $6,250 | $5,316+17.6% | $4,675+33.7% | $4,662+34.1% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $973 | $19,327-95.0% | $15,923-93.9% | $13,400-92.7% |