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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 | $118,271 | $227,291-48.0% | $214,702-44.9% | $155,188-23.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 8.44% | 60.08%-51.6pp | 54.55%-46.1pp | 148.84%-140.4pp |
| Employer contribution / active EE | $5,242 | $6,772-22.6% | $6,461-18.9% | $4,248+23.4% |
| Participant deferral / active EE | $7,936 | $9,582-17.2% | $9,147-13.2% | $6,531+21.5% |
| Admin fee / account holder | $10,797 | $20,413-47.1% | $19,830-45.6% | $14,480-25.4% |