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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 | $135,843 | $152,619-11.0% | $125,195+8.5% | $152,909-11.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 5.45% | 54.85%-49.4pp | 43.79%-38.3pp | 345.46%-340.0pp |
| Employer contribution / active EE | $3,000 | $4,947-39.4% | $3,866-22.4% | $4,764-37.0% |
| Participant deferral / active EE | $4,085 | $5,869-30.4% | $4,937-17.3% | $5,851-30.2% |
| Admin fee / account holder | $970 | $13,437-92.8% | $9,704-90.0% | $11,601-91.6% |