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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 | $29,672 | $156,398-81.0% | $147,318-79.9% | $138,895-78.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.43% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $6,096 | $4,853+25.6% | $4,593+32.7% | $4,194+45.3% |
| Participant deferral / active EE | $22,368 | $8,237+171.5% | $7,906+182.9% | $6,396+249.7% |
| Admin fee / account holder | $6,209 | $14,976-58.5% | $13,708-54.7% | $12,562-50.6% |