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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 | $91,927 | $96,965-5.2% | $97,995-6.2% | $147,586-37.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 4.95% | 24.11%-19.2pp | 23.94%-19.0pp | 578.59%-573.6pp |
| Employer contribution / active EE | $4,695 | $4,536+3.5% | $4,158+12.9% | $4,876-3.7% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,554 | $8,120-43.9% | $5,943-23.4% | $10,886-58.2% |