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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 | $172,454 | $162,136+6.4% | $152,301+13.2% | $154,746+11.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 6.21% | 91.02%-84.8pp | 80.50%-74.3pp | 172.34%-166.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,667 | $8,341-20.1% | $8,004-16.7% | $6,730-0.9% |
| Admin fee / account holder | $1,272 | $15,759-91.9% | $14,398-91.2% | $14,365-91.1% |