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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 | $138,802 | $113,338+22.5% | $94,993+46.1% | $147,586-6.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 0.84% | 20.80%-20.0pp | 27.14%-26.3pp | 578.59%-577.8pp |
| Employer contribution / active EE | $9,925 | $3,160+214.0% | $2,603+281.2% | $4,876+103.5% |
| Participant deferral / active EE | $5,445 | $3,777+44.2% | $3,317+64.2% | $5,439+0.1% |
| Admin fee / account holder | $6,366 | $6,063+5.0% | $4,960+28.3% | $10,886-41.5% |