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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 | $114,818 | $217,432-47.2% | $185,851-38.2% | $167,553-31.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.51% | 148.43%-144.9pp | 122.11%-118.6pp | 478.89%-475.4pp |
| Employer contribution / active EE | $2,285 | $5,874-61.1% | $5,168-55.8% | $4,840-52.8% |
| Participant deferral / active EE | $12,466 | $6,357+96.1% | $5,569+123.9% | $6,343+96.5% |
| Admin fee / account holder | $853 | $19,820-95.7% | $16,245-94.8% | $12,316-93.1% |