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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 | $38,249 | $165,381-76.9% | $149,730-74.5% | $158,966-75.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.70% | 348.29%-340.6pp | 276.70%-269.0pp | 302.95%-295.2pp |
| Employer contribution / active EE | $6,210 | $5,104+21.7% | $4,645+33.7% | $4,762+30.4% |
| Participant deferral / active EE | $9,222 | $7,182+28.4% | $6,843+34.8% | $5,983+54.1% |
| Admin fee / account holder | $378 | $10,809-96.5% | $9,310-95.9% | $11,250-96.6% |