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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 | $74,064 | $155,555-52.4% | $146,866-49.6% | $155,188-52.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.14% | 115.41%-106.3pp | 102.85%-93.7pp | 148.84%-139.7pp |
| Employer contribution / active EE | $19,127 | $4,647+311.6% | $4,425+332.3% | $4,248+350.3% |
| Participant deferral / active EE | $10,873 | $8,044+35.2% | $7,759+40.1% | $6,531+66.5% |
| Admin fee / account holder | $392 | $14,755-97.3% | $13,620-97.1% | $14,480-97.3% |