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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 | $88,641 | $154,228-42.5% | $145,433-39.1% | $137,256-35.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.12% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $6,136 | $4,804+27.7% | $4,554+34.7% | $4,156+47.6% |
| Participant deferral / active EE | $17,784 | $8,216+116.4% | $7,897+125.2% | $6,407+177.6% |
| Admin fee / account holder | $329 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |