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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 | $110,980 | $154,193-28.0% | $130,045-14.7% | $139,466-20.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.82% | 32.51%-28.7pp | -137.30%+141.1pp | 373.66%-369.8pp |
| Employer contribution / active EE | $5,918 | $5,292+11.8% | $4,321+36.9% | $4,754+24.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,233 | $13,989-91.2% | $10,600-88.4% | $11,409-89.2% |