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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 | $60,934 | $154,209-60.5% | $130,062-53.2% | $139,487-56.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.30% | 32.52%-23.2pp | -137.37%+146.7pp | 373.84%-364.5pp |
| Employer contribution / active EE | $6,257 | $5,292+18.2% | $4,322+44.8% | $4,755+31.6% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $552 | $13,988-96.1% | $10,601-94.8% | $11,407-95.2% |