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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 | $126,233 | $157,296-19.7% | $141,191-10.6% | $152,897-17.4% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.5%+1.8pp |
| Annual return | 1.50% | 64.34%-62.8pp | 71.41%-69.9pp | 345.43%-343.9pp |
| Employer contribution / active EE | $1,579 | $5,262-70.0% | $4,736-66.7% | $4,764-66.9% |
| Participant deferral / active EE | $8,575 | $7,111+20.6% | $6,710+27.8% | $5,851+46.6% |
| Admin fee / account holder | $497 | $12,125-95.9% | $10,264-95.2% | $11,599-95.7% |