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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 | $89,983 | $156,398-42.5% | $147,318-38.9% | $138,895-35.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.36% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.0pp |
| Employer contribution / active EE | $4,471 | $4,853-7.9% | $4,593-2.7% | $4,194+6.6% |
| Participant deferral / active EE | $11,356 | $8,237+37.9% | $7,906+43.6% | $6,396+77.5% |
| Admin fee / account holder | $1,714 | $14,976-88.6% | $13,708-87.5% | $12,562-86.4% |