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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 | $167,182 | $275,752-39.4% | $256,809-34.9% | $198,609-15.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 3.33% | 34.81%-31.5pp | 32.73%-29.4pp | 202.70%-199.4pp |
| Employer contribution / active EE | $4,103 | $7,721-46.9% | $7,263-43.5% | $5,055-18.8% |
| Participant deferral / active EE | $28,750 | $10,037+186.4% | $9,520+202.0% | $6,977+312.1% |
| Admin fee / account holder | $29,939 | $25,716+16.4% | $25,146+19.1% | $19,030+57.3% |