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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 | $105,798 | $183,592-42.4% | $155,574-32.0% | $145,877-27.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.96% | 61.37%-55.4pp | 64.87%-58.9pp | 551.28%-545.3pp |
| Employer contribution / active EE | $2,963 | $5,317-44.3% | $4,676-36.6% | $4,663-36.5% |
| Participant deferral / active EE | $2,402 | $6,466-62.9% | $5,629-57.3% | $6,691-64.1% |
| Admin fee / account holder | $1,348 | $19,316-93.0% | $15,914-91.5% | $13,402-89.9% |