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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 | $65,092 | $201,370-67.7% | $184,256-64.7% | $145,897-55.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.81% | 29.05%-20.2pp | 28.85%-20.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,366 | $7,024-66.3% | $6,427-63.2% | $4,663-49.3% |
| Participant deferral / active EE | $17,379 | $9,808+77.2% | $9,133+90.3% | $6,689+159.8% |
| Admin fee / account holder | $900 | $16,364-94.5% | $13,899-93.5% | $13,390-93.3% |