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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 | $56,833 | $154,228-63.2% | $145,433-60.9% | $137,256-58.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.03% | 74.59%-65.6pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $5,722 | $4,804+19.1% | $4,554+25.6% | $4,156+37.7% |
| Participant deferral / active EE | $3,094 | $8,216-62.3% | $7,897-60.8% | $6,407-51.7% |
| Admin fee / account holder | $1,156 | $14,344-91.9% | $13,129-91.2% | $12,270-90.6% |