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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 | $156,398-43.3% | $147,318-39.8% | $138,895-36.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.12% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $6,136 | $4,853+26.4% | $4,593+33.6% | $4,194+46.3% |
| Participant deferral / active EE | $17,784 | $8,237+115.9% | $7,906+124.9% | $6,396+178.0% |
| Admin fee / account holder | $329 | $14,976-97.8% | $13,708-97.6% | $12,562-97.4% |