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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 | $173,233 | $185,312-6.5% | $161,489+7.3% | $154,746+11.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.10% | 103.84%-94.7pp | 89.72%-80.6pp | 172.34%-163.2pp |
| Employer contribution / active EE | $1,999 | $4,769-58.1% | $4,268-53.2% | $4,379-54.4% |
| Participant deferral / active EE | $2,806 | $6,350-55.8% | $5,630-50.2% | $6,730-58.3% |
| Admin fee / account holder | $546 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |