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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 | $100,441 | $156,398-35.8% | $147,318-31.8% | $138,895-27.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.30% | 78.75%-71.4pp | 70.43%-63.1pp | 145.39%-138.1pp |
| Employer contribution / active EE | $2,867 | $4,853-40.9% | $4,593-37.6% | $4,194-31.6% |
| Participant deferral / active EE | $8,044 | $8,237-2.3% | $7,906+1.7% | $6,396+25.8% |
| Admin fee / account holder | $6,023 | $14,976-59.8% | $13,708-56.1% | $12,562-52.1% |