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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 | $81,548 | $154,209-47.1% | $130,062-37.3% | $139,487-41.5% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 9.41% | 32.52%-23.1pp | -137.37%+146.8pp | 373.84%-364.4pp |
| Employer contribution / active EE | $9,091 | $5,292+71.8% | $4,322+110.3% | $4,755+91.2% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,392 | $13,988-90.0% | $10,601-86.9% | $11,407-87.8% |