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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 | $160,439 | $223,823-28.3% | $211,142-24.0% | $154,746+3.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 5.99% | 50.39%-44.4pp | 46.84%-40.8pp | 172.34%-166.3pp |
| Employer contribution / active EE | $2,279 | $6,787-66.4% | $6,442-64.6% | $4,379-48.0% |
| Participant deferral / active EE | $14,771 | $9,750+51.5% | $9,284+59.1% | $6,730+119.5% |
| Admin fee / account holder | $1,329 | $19,707-93.3% | $19,076-93.0% | $14,365-90.7% |