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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 | $88,061 | $185,312-52.5% | $161,489-45.5% | $154,746-43.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.03% | 103.84%-95.8pp | 89.72%-81.7pp | 172.34%-164.3pp |
| Employer contribution / active EE | $4,503 | $4,769-5.6% | $4,268+5.5% | $4,379+2.8% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,090 | $18,654-94.2% | $16,006-93.2% | $14,365-92.4% |