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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 | $75,992 | $154,228-50.7% | $145,433-47.7% | $137,256-44.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.30% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $8,056 | $4,804+67.7% | $4,554+76.9% | $4,156+93.8% |
| Participant deferral / active EE | $4,833 | $8,216-41.2% | $7,897-38.8% | $6,407-24.6% |
| Admin fee / account holder | $54,157 | $14,344+277.6% | $13,129+312.5% | $12,270+341.4% |