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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 | $113,693 | $134,817-15.7% | $123,973-8.3% | $155,188-26.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 5.74% | 515.49%-509.7pp | 388.13%-382.4pp | 148.84%-143.1pp |
| Employer contribution / active EE | $2,488 | $4,425-43.8% | $4,126-39.7% | $4,248-41.4% |
| Participant deferral / active EE | $8,422 | $5,706+47.6% | $5,247+60.5% | $6,531+28.9% |
| Admin fee / account holder | $333 | $13,245-97.5% | $11,799-97.2% | $14,480-97.7% |