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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 | $227,852 | $228,395-0.2% | $185,861+22.6% | $158,982+43.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 2.49% | 40.82%-38.3pp | 35.96%-33.5pp | 302.99%-300.5pp |
| Employer contribution / active EE | $1,253 | $4,968-74.8% | $4,088-69.3% | $4,763-73.7% |
| Participant deferral / active EE | $5,637 | $6,417-12.2% | $5,634+0.1% | $5,983-5.8% |
| Admin fee / account holder | $521 | $11,869-95.6% | $9,503-94.5% | $11,252-95.4% |