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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 | $62,710 | $166,020-62.2% | $164,866-62.0% | $145,959-57.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.99% | 100.08%-93.1pp | 69.97%-63.0pp | 561.95%-555.0pp |
| Employer contribution / active EE | $5,774 | $5,275+9.5% | $4,343+32.9% | $4,661+23.9% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,794 | $16,644-71.2% | $12,689-62.2% | $13,398-64.2% |