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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 | $115,502 | $152,592-24.3% | $125,180-7.7% | $152,885-24.5% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.5%+10.9pp |
| Annual return | 5.94% | 54.84%-48.9pp | 43.79%-37.9pp | 345.39%-339.4pp |
| Employer contribution / active EE | $20,555 | $4,947+315.5% | $3,866+431.7% | $4,763+331.6% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,255 | $13,435-46.0% | $9,703-25.2% | $11,598-37.4% |