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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 | $165,764 | $183,539-9.7% | $155,556+6.6% | $145,897+13.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.17% | 61.31%-53.1pp | 64.84%-56.7pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,099 | $5,315-60.5% | $4,675-55.1% | $4,663-55.0% |
| Participant deferral / active EE | $3,325 | $6,467-48.6% | $5,631-41.0% | $6,689-50.3% |
| Admin fee / account holder | $2,303 | $19,275-88.1% | $15,885-85.5% | $13,390-82.8% |