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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 | $32,224 | $162,136-80.1% | $152,301-78.8% | $154,746-79.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.78% | 91.02%-81.2pp | 80.50%-70.7pp | 172.34%-162.6pp |
| Employer contribution / active EE | $2,763 | $4,890-43.5% | $4,624-40.3% | $4,379-36.9% |
| Participant deferral / active EE | $5,592 | $8,341-33.0% | $8,004-30.1% | $6,730-16.9% |
| Admin fee / account holder | $1,421 | $15,759-91.0% | $14,398-90.1% | $14,365-90.1% |