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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 | $50,677 | $175,231-71.1% | $149,696-66.1% | $139,466-63.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.89% | 166.77%-156.9pp | 134.46%-124.6pp | 373.66%-363.8pp |
| Employer contribution / active EE | $5,606 | $5,478+2.3% | $4,821+16.3% | $4,754+17.9% |
| Participant deferral / active EE | $3,745 | $6,521-42.6% | $5,682-34.1% | $6,712-44.2% |
| Admin fee / account holder | $422 | $16,155-97.4% | $13,212-96.8% | $11,409-96.3% |