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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 | $92,571 | $165,399-44.0% | $149,745-38.2% | $158,982-41.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.74% | 348.34%-343.6pp | 276.72%-272.0pp | 302.99%-298.3pp |
| Employer contribution / active EE | $2,643 | $5,105-48.2% | $4,646-43.1% | $4,763-44.5% |
| Participant deferral / active EE | $11,297 | $7,183+57.3% | $6,843+65.1% | $5,983+88.8% |
| Admin fee / account holder | $3,921 | $10,811-63.7% | $9,312-57.9% | $11,252-65.1% |