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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 | $91,416 | $223,823-59.2% | $211,142-56.7% | $154,746-40.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.24% | 50.39%-42.2pp | 46.84%-38.6pp | 172.34%-164.1pp |
| Employer contribution / active EE | $6,648 | $6,787-2.0% | $6,442+3.2% | $4,379+51.8% |
| Participant deferral / active EE | $15,397 | $9,750+57.9% | $9,284+65.8% | $6,730+128.8% |
| Admin fee / account holder | $396 | $19,707-98.0% | $19,076-97.9% | $14,365-97.2% |