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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 | $129,625 | $201,344-35.6% | $184,243-29.6% | $145,877-11.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.32% | 29.01%-22.7pp | 28.82%-22.5pp | 551.28%-545.0pp |
| Employer contribution / active EE | $8,090 | $7,022+15.2% | $6,427+25.9% | $4,663+73.5% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $33,748 | $16,382+106.0% | $13,914+142.5% | $13,402+151.8% |