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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 | $88,515 | $154,228-42.6% | $145,433-39.1% | $137,256-35.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.00% | 74.59%-72.6pp | 66.58%-64.6pp | 220.34%-218.3pp |
| Employer contribution / active EE | $2,333 | $4,804-51.4% | $4,554-48.8% | $4,156-43.9% |
| Participant deferral / active EE | $21,949 | $8,216+167.1% | $7,897+177.9% | $6,407+242.6% |
| Admin fee / account holder | $4,100 | $14,344-71.4% | $13,129-68.8% | $12,270-66.6% |