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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 | $124,120 | $201,264-38.3% | $184,185-32.6% | $145,978-15.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.21% | 29.00%-21.8pp | 28.81%-21.6pp | 550.52%-543.3pp |
| Employer contribution / active EE | $33,854 | $7,021+382.2% | $6,426+426.9% | $4,662+626.2% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,132+234.0% | $6,690+355.9% |
| Admin fee / account holder | $308 | $16,376-98.1% | $13,909-97.8% | $13,400-97.7% |