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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 | $108,401 | $107,368+1.0% | $92,915+16.7% | $152,909-29.1% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | 3.42% | 145.64%-142.2pp | 109.45%-106.0pp | 345.46%-342.0pp |
| Employer contribution / active EE | $11,031 | $4,222+161.3% | $3,653+201.9% | $4,764+131.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,162 | $7,082-41.2% | $5,796-28.2% | $11,601-64.1% |