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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 | $94,477 | $157,304-39.9% | $141,197-33.1% | $152,909-38.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.93% | 64.34%-53.4pp | 71.41%-60.5pp | 345.46%-334.5pp |
| Employer contribution / active EE | $1,444 | $5,263-72.6% | $4,736-69.5% | $4,764-69.7% |
| Participant deferral / active EE | $5,136 | $7,111-27.8% | $6,710-23.5% | $5,851-12.2% |
| Admin fee / account holder | $868 | $12,126-92.8% | $10,265-91.5% | $11,601-92.5% |