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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 | $71,516 | $181,062-60.5% | $158,223-54.8% | $155,188-53.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 3.61% | 57.39%-53.8pp | 52.09%-48.5pp | 148.84%-145.2pp |
| Employer contribution / active EE | $10,038 | $4,565+119.9% | $4,109+144.3% | $4,248+136.3% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $732 | $18,825-96.1% | $16,047-95.4% | $14,480-94.9% |