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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 | $139,048 | $201,344-30.9% | $184,243-24.5% | $145,877-4.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.90% | 29.01%-20.1pp | 28.82%-19.9pp | 551.28%-542.4pp |
| Employer contribution / active EE | $8,261 | $7,022+17.6% | $6,427+28.5% | $4,663+77.2% |
| Participant deferral / active EE | $5,056 | $9,807-48.4% | $9,132-44.6% | $6,691-24.4% |
| Admin fee / account holder | $7,430 | $16,382-54.6% | $13,914-46.6% | $13,402-44.6% |