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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 | $201,372-34.1% | $184,260-28.0% | $145,884-9.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.15% | 29.04%-20.9pp | 28.84%-20.7pp | 551.85%-543.7pp |
| Employer contribution / active EE | $5,735 | $7,024-18.4% | $6,427-10.8% | $4,662+23.0% |
| Participant deferral / active EE | $22,563 | $9,808+130.1% | $9,133+147.1% | $6,690+237.3% |
| Admin fee / account holder | $502 | $16,362-96.9% | $13,898-96.4% | $13,392-96.2% |