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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 | $112,407 | $124,314-9.6% | $109,163+3.0% | $167,518-32.9% |
| Participation rate | 77.8% | 79.4%-1.7pp | 75.9%+1.9pp | 82.1%-4.3pp |
| Annual return | 5.01% | 26.04%-21.0pp | 25.75%-20.7pp | 478.71%-473.7pp |
| Employer contribution / active EE | $15,549 | $4,209+269.4% | $3,723+317.7% | $4,838+221.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $31,463 | $7,973+294.6% | $6,754+365.8% | $12,312+155.5% |