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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 | $110,340 | $185,312-40.5% | $161,489-31.7% | $154,746-28.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 6.08% | 103.84%-97.8pp | 89.72%-83.6pp | 172.34%-166.3pp |
| Employer contribution / active EE | $2,527 | $4,769-47.0% | $4,268-40.8% | $4,379-42.3% |
| Participant deferral / active EE | $10,512 | $6,350+65.6% | $5,630+86.7% | $6,730+56.2% |
| Admin fee / account holder | $2,788 | $18,654-85.1% | $16,006-82.6% | $14,365-80.6% |