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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 | $86,740 | $178,174-51.3% | $156,181-44.5% | $137,256-36.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 5.44% | 84.19%-78.8pp | 64.87%-59.4pp | 220.34%-214.9pp |
| Employer contribution / active EE | $7,098 | $4,972+42.8% | $4,294+65.3% | $4,156+70.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,059 | $17,404-93.9% | $14,586-92.7% | $12,270-91.4% |