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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 | $142,746 | $148,629-4.0% | $135,982+5.0% | $139,487+2.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 3.05% | 79.33%-76.3pp | 68.32%-65.3pp | 373.84%-370.8pp |
| Employer contribution / active EE | $1,695 | $5,247-67.7% | $4,859-65.1% | $4,755-64.4% |
| Participant deferral / active EE | $8,870 | $8,102+9.5% | $7,760+14.3% | $6,713+32.1% |
| Admin fee / account holder | $37,080 | $12,406+198.9% | $10,767+244.4% | $11,407+225.1% |