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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 | $70,471 | $154,228-54.3% | $145,433-51.5% | $137,256-48.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.01% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $3,200 | $4,804-33.4% | $4,554-29.7% | $4,156-23.0% |
| Participant deferral / active EE | $3,200 | $8,216-61.1% | $7,897-59.5% | $6,407-50.1% |
| Admin fee / account holder | $622 | $14,344-95.7% | $13,129-95.3% | $12,270-94.9% |