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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 | $111,512 | $118,877-6.2% | $96,570+15.5% | $167,536-33.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 7.41% | 50.50%-43.1pp | 37.79%-30.4pp | 478.82%-471.4pp |
| Employer contribution / active EE | $5,017 | $3,121+60.8% | $2,357+112.8% | $4,839+3.7% |
| Participant deferral / active EE | $4,377 | $4,617-5.2% | $3,849+13.7% | $6,342-31.0% |
| Admin fee / account holder | $1,084 | $8,069-86.6% | $6,182-82.5% | $12,315-91.2% |