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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 | $131,061 | $162,136-19.2% | $152,301-13.9% | $154,746-15.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 5.97% | 91.02%-85.1pp | 80.50%-74.5pp | 172.34%-166.4pp |
| Employer contribution / active EE | $52,375 | $4,890+971.0% | $4,624+1032.6% | $4,379+1096.0% |
| Participant deferral / active EE | $21,375 | $8,341+156.3% | $8,004+167.1% | $6,730+217.6% |
| Admin fee / account holder | $1,720 | $15,759-89.1% | $14,398-88.1% | $14,365-88.0% |