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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 | $113,717 | $209,336-45.7% | $197,124-42.3% | $137,256-17.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.97% | 48.09%-41.1pp | 44.34%-37.4pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,000 | $6,591-69.7% | $6,227-67.9% | $4,156-51.9% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,707 | $17,308-90.1% | $16,298-89.5% | $12,270-86.1% |