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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 | $32,855 | $154,228-78.7% | $145,433-77.4% | $137,256-76.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.62% | 74.59%-65.0pp | 66.58%-57.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,129 | $4,804-55.7% | $4,554-53.2% | $4,156-48.8% |
| Participant deferral / active EE | $4,233 | $8,216-48.5% | $7,897-46.4% | $6,407-33.9% |
| Admin fee / account holder | $5,299 | $14,344-63.1% | $13,129-59.6% | $12,270-56.8% |