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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 | $132,521 | $217,432-39.1% | $185,851-28.7% | $167,553-20.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.80% | 148.43%-143.6pp | 122.11%-117.3pp | 478.89%-474.1pp |
| Employer contribution / active EE | $1,768 | $5,874-69.9% | $5,168-65.8% | $4,840-63.5% |
| Participant deferral / active EE | $6,542 | $6,357+2.9% | $5,569+17.5% | $6,343+3.1% |
| Admin fee / account holder | $5,216 | $19,820-73.7% | $16,245-67.9% | $12,316-57.7% |