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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 | $129,090 | $185,312-30.3% | $161,489-20.1% | $154,746-16.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7.63% | 103.84%-96.2pp | 89.72%-82.1pp | 172.34%-164.7pp |
| Employer contribution / active EE | $2,580 | $4,769-45.9% | $4,268-39.5% | $4,379-41.1% |
| Participant deferral / active EE | $3,131 | $6,350-50.7% | $5,630-44.4% | $6,730-53.5% |
| Admin fee / account holder | $26,250 | $18,654+40.7% | $16,006+64.0% | $14,365+82.7% |