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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 | $157,232 | $162,821-3.4% | $133,978+17.4% | $158,982-1.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.76% | 41.95%-40.2pp | 45.10%-43.3pp | 302.99%-301.2pp |
| Employer contribution / active EE | $3,333 | $4,976-33.0% | $3,919-14.9% | $4,763-30.0% |
| Participant deferral / active EE | $4,553 | $5,910-23.0% | $5,047-9.8% | $5,983-23.9% |
| Admin fee / account holder | $1,186 | $11,742-89.9% | $8,930-86.7% | $11,252-89.5% |