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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 | $116,319 | $174,379-33.3% | $152,093-23.5% | $138,895-16.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.34% | 74.86%-70.5pp | 66.36%-62.0pp | 145.39%-141.1pp |
| Employer contribution / active EE | $4,379 | $4,652-5.9% | $4,175+4.9% | $4,194+4.4% |
| Participant deferral / active EE | $8,655 | $6,159+40.5% | $5,451+58.8% | $6,396+35.3% |
| Admin fee / account holder | $27,163 | $16,880+60.9% | $14,497+87.4% | $12,562+116.2% |