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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 | $78,399 | $217,432-63.9% | $185,849-57.8% | $167,536-53.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.10% | 148.42%-146.3pp | 122.10%-120.0pp | 478.82%-476.7pp |
| Employer contribution / active EE | $6,033 | $5,875+2.7% | $5,169+16.7% | $4,839+24.7% |
| Participant deferral / active EE | $10,867 | $6,357+70.9% | $5,569+95.1% | $6,342+71.3% |
| Admin fee / account holder | $6,945 | $19,818-65.0% | $16,244-57.2% | $12,315-43.6% |