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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 | $132,724 | $201,344-34.1% | $184,243-28.0% | $145,877-9.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.15% | 29.01%-20.9pp | 28.82%-20.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $5,735 | $7,022-18.3% | $6,427-10.8% | $4,663+23.0% |
| Participant deferral / active EE | $22,563 | $9,807+130.1% | $9,132+147.1% | $6,691+237.2% |
| Admin fee / account holder | $502 | $16,382-96.9% | $13,914-96.4% | $13,402-96.3% |