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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 | $62,767 | $156,398-59.9% | $147,318-57.4% | $138,895-54.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.31% | 78.75%-74.4pp | 70.43%-66.1pp | 145.39%-141.1pp |
| Employer contribution / active EE | $1,226 | $4,853-74.7% | $4,593-73.3% | $4,194-70.8% |
| Participant deferral / active EE | $4,714 | $8,237-42.8% | $7,906-40.4% | $6,396-26.3% |
| Admin fee / account holder | $1,565 | $14,976-89.6% | $13,708-88.6% | $12,562-87.5% |