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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 | $130,919 | $157,304-16.8% | $141,197-7.3% | $152,909-14.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.46% | 64.34%-59.9pp | 71.41%-66.9pp | 345.46%-341.0pp |
| Employer contribution / active EE | $2,768 | $5,263-47.4% | $4,736-41.6% | $4,764-41.9% |
| Participant deferral / active EE | $11,667 | $7,111+64.1% | $6,710+73.9% | $5,851+99.4% |
| Admin fee / account holder | $3,601 | $12,126-70.3% | $10,265-64.9% | $11,601-69.0% |