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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 | $84,533 | $129,737-34.8% | $119,126-29.0% | $154,746-45.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.39% | 379.08%-370.7pp | 282.11%-273.7pp | 172.34%-163.9pp |
| Employer contribution / active EE | $1,333 | $4,375-69.5% | $4,034-66.9% | $4,379-69.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,342 | $11,961-80.4% | $10,693-78.1% | $14,365-83.7% |