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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 | $106,293 | $209,336-49.2% | $197,124-46.1% | $137,256-22.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.42% | 48.09%-38.7pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $6,490 | $6,591-1.5% | $6,227+4.2% | $4,156+56.2% |
| Participant deferral / active EE | $13,086 | $9,614+36.1% | $9,135+43.3% | $6,407+104.3% |
| Admin fee / account holder | $54,091 | $17,308+212.5% | $16,298+231.9% | $12,270+340.8% |