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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 | $101,298 | $156,398-35.2% | $147,318-31.2% | $138,895-27.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.86% | 78.75%-66.9pp | 70.43%-58.6pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,280 | $4,853-73.6% | $4,593-72.1% | $4,194-69.5% |
| Participant deferral / active EE | $2,996 | $8,237-63.6% | $7,906-62.1% | $6,396-53.2% |
| Admin fee / account holder | $865 | $14,976-94.2% | $13,708-93.7% | $12,562-93.1% |