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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 | $52,763 | $181,062-70.9% | $158,223-66.7% | $155,188-66.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 0.56% | 57.39%-56.8pp | 52.09%-51.5pp | 148.84%-148.3pp |
| Employer contribution / active EE | $976 | $4,565-78.6% | $4,109-76.2% | $4,248-77.0% |
| Participant deferral / active EE | $3,671 | $6,134-40.2% | $5,467-32.9% | $6,531-43.8% |
| Admin fee / account holder | $8,291 | $18,825-56.0% | $16,047-48.3% | $14,480-42.7% |