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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 | $99,008 | $97,078+2.0% | $103,065-3.9% | $145,897-32.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 3.16% | 25.49%-22.3pp | 23.95%-20.8pp | 552.29%-549.1pp |
| Employer contribution / active EE | $4,317 | $4,680-7.8% | $4,675-7.7% | $4,663-7.4% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $614 | $12,505-95.1% | $9,349-93.4% | $13,390-95.4% |