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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 | $50,157 | $162,136-69.1% | $152,301-67.1% | $154,746-67.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.73% | 91.02%-87.3pp | 80.50%-76.8pp | 172.34%-168.6pp |
| Employer contribution / active EE | $2,208 | $4,890-54.8% | $4,624-52.3% | $4,379-49.6% |
| Participant deferral / active EE | $8,565 | $8,341+2.7% | $8,004+7.0% | $6,730+27.3% |
| Admin fee / account holder | $610 | $15,759-96.1% | $14,398-95.8% | $14,365-95.8% |