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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 | $99,891 | $155,555-35.8% | $146,866-32.0% | $155,188-35.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.84% | 115.41%-105.6pp | 102.85%-93.0pp | 148.84%-139.0pp |
| Employer contribution / active EE | $7,103 | $4,647+52.9% | $4,425+60.5% | $4,248+67.2% |
| Participant deferral / active EE | $13,072 | $8,044+62.5% | $7,759+68.5% | $6,531+100.1% |
| Admin fee / account holder | $868 | $14,755-94.1% | $13,620-93.6% | $14,480-94.0% |