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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 | $30,659 | $223,823-86.3% | $211,142-85.5% | $154,746-80.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.96% | 50.39%-41.4pp | 46.84%-37.9pp | 172.34%-163.4pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,333 | $9,750-24.8% | $9,284-21.0% | $6,730+9.0% |
| Admin fee / account holder | $1,057 | $19,707-94.6% | $19,076-94.5% | $14,365-92.6% |