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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 | $135,107 | $122,131+10.6% | $444,982-69.6% | $122,131+10.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 86.2%+13.8pp | 75.1%+24.9pp |
| Annual return | 10.55% | 16.17%-5.6pp | 450.47%-439.9pp | 16.17%-5.6pp |
| Employer contribution / active EE | $2,159 | $3,608-40.2% | $9,202-76.5% | $3,608-40.2% |
| Participant deferral / active EE | $4,233 | $3,892+8.8% | $7,712-45.1% | $3,892+8.8% |
| Admin fee / account holder | $3,226 | $11,586-72.2% | $17,686-81.8% | $11,586-72.2% |