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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 | $87,995 | $154,228-42.9% | $145,433-39.5% | $137,256-35.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.22% | 74.59%-69.4pp | 66.58%-61.4pp | 220.34%-215.1pp |
| Employer contribution / active EE | $3,160 | $4,804-34.2% | $4,554-30.6% | $4,156-24.0% |
| Participant deferral / active EE | $31,000 | $8,216+277.3% | $7,897+292.5% | $6,407+383.9% |
| Admin fee / account holder | $11,849 | $14,344-17.4% | $13,129-9.8% | $12,270-3.4% |