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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 | $90,350 | $154,228-41.4% | $145,433-37.9% | $137,256-34.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.00% | 74.59%-66.6pp | 66.58%-58.6pp | 220.34%-212.3pp |
| Employer contribution / active EE | $1,028 | $4,804-78.6% | $4,554-77.4% | $4,156-75.3% |
| Participant deferral / active EE | $2,431 | $8,216-70.4% | $7,897-69.2% | $6,407-62.1% |
| Admin fee / account holder | $1,726 | $14,344-88.0% | $13,129-86.9% | $12,270-85.9% |