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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 | $91,040 | $157,304-42.1% | $141,197-35.5% | $152,909-40.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.62% | 64.34%-51.7pp | 71.41%-58.8pp | 345.46%-332.8pp |
| Employer contribution / active EE | $4,921 | $5,263-6.5% | $4,736+3.9% | $4,764+3.3% |
| Participant deferral / active EE | $6,815 | $7,111-4.2% | $6,710+1.6% | $5,851+16.5% |
| Admin fee / account holder | $472 | $12,126-96.1% | $10,265-95.4% | $11,601-95.9% |