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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 | $58,374 | $178,174-67.2% | $156,181-62.6% | $137,256-57.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 6.09% | 84.19%-78.1pp | 64.87%-58.8pp | 220.34%-214.3pp |
| Employer contribution / active EE | $7,742 | $4,972+55.7% | $4,294+80.3% | $4,156+86.3% |
| Participant deferral / active EE | $6,880 | $6,888-0.1% | $6,132+12.2% | $6,407+7.4% |
| Admin fee / account holder | $3,012 | $17,404-82.7% | $14,586-79.4% | $12,270-75.5% |