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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 | $84,825 | $154,228-45.0% | $145,433-41.7% | $137,256-38.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.36% | 74.59%-63.2pp | 66.58%-55.2pp | 220.34%-209.0pp |
| Employer contribution / active EE | $7,000 | $4,804+45.7% | $4,554+53.7% | $4,156+68.4% |
| Participant deferral / active EE | $4,248 | $8,216-48.3% | $7,897-46.2% | $6,407-33.7% |
| Admin fee / account holder | $606 | $14,344-95.8% | $13,129-95.4% | $12,270-95.1% |