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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 | $156,398-51.4% | $147,318-48.4% | $138,895-45.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.30% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $8,056 | $4,853+66.0% | $4,593+75.4% | $4,194+92.1% |
| Participant deferral / active EE | $4,833 | $8,237-41.3% | $7,906-38.9% | $6,396-24.4% |
| Admin fee / account holder | $54,157 | $14,976+261.6% | $13,708+295.1% | $12,562+331.1% |