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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 | $133,301 | $201,344-33.8% | $184,243-27.6% | $145,877-8.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.74% | 29.01%-22.3pp | 28.82%-22.1pp | 551.28%-544.5pp |
| Employer contribution / active EE | $2,636 | $7,022-62.5% | $6,427-59.0% | $4,663-43.5% |
| Participant deferral / active EE | $7,960 | $9,807-18.8% | $9,132-12.8% | $6,691+19.0% |
| Admin fee / account holder | $3,571 | $16,382-78.2% | $13,914-74.3% | $13,402-73.4% |