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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 | $65,454 | $102,938-36.4% | $94,105-30.4% | $138,895-52.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 4.09% | 250.28%-246.2pp | 204.55%-200.5pp | 145.39%-141.3pp |
| Employer contribution / active EE | $1,298 | $2,732-52.5% | $2,504-48.2% | $4,194-69.0% |
| Participant deferral / active EE | $4,257 | $4,196+1.4% | $3,881+9.7% | $6,396-33.4% |
| Admin fee / account holder | $5,434 | $6,600-17.7% | $6,199-12.4% | $12,562-56.7% |