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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 | $99,447 | $165,381-39.9% | $149,730-33.6% | $158,966-37.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.22% | 348.29%-341.1pp | 276.70%-269.5pp | 302.95%-295.7pp |
| Employer contribution / active EE | $5,039 | $5,104-1.3% | $4,645+8.5% | $4,762+5.8% |
| Participant deferral / active EE | $3,233 | $7,182-55.0% | $6,843-52.8% | $5,983-46.0% |
| Admin fee / account holder | $895 | $10,809-91.7% | $9,310-90.4% | $11,250-92.0% |