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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 | $61,720 | $162,136-61.9% | $152,301-59.5% | $154,746-60.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.03% | 91.02%-81.0pp | 80.50%-70.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $2,141 | $4,890-56.2% | $4,624-53.7% | $4,379-51.1% |
| Participant deferral / active EE | $3,766 | $8,341-54.9% | $8,004-53.0% | $6,730-44.1% |
| Admin fee / account holder | $1,162 | $15,759-92.6% | $14,398-91.9% | $14,365-91.9% |