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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 | $26,982 | $155,555-82.7% | $146,866-81.6% | $155,188-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.36% | 115.41%-106.1pp | 102.85%-93.5pp | 148.84%-139.5pp |
| Employer contribution / active EE | $1,300 | $4,647-72.0% | $4,425-70.6% | $4,248-69.4% |
| Participant deferral / active EE | $2,908 | $8,044-63.8% | $7,759-62.5% | $6,531-55.5% |
| Admin fee / account holder | $26,614 | $14,755+80.4% | $13,620+95.4% | $14,480+83.8% |