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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 | $150,054 | $157,296-4.6% | $141,191+6.3% | $152,897-1.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.51% | 64.34%-50.8pp | 71.41%-57.9pp | 345.43%-331.9pp |
| Employer contribution / active EE | $1,127 | $5,262-78.6% | $4,736-76.2% | $4,764-76.3% |
| Participant deferral / active EE | $8,101 | $7,111+13.9% | $6,710+20.7% | $5,851+38.5% |
| Admin fee / account holder | $909 | $12,125-92.5% | $10,264-91.1% | $11,599-92.2% |