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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 | $106,747 | $201,344-47.0% | $184,243-42.1% | $145,877-26.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.38% | 29.01%-23.6pp | 28.82%-23.4pp | 551.28%-545.9pp |
| Employer contribution / active EE | $10,700 | $7,022+52.4% | $6,427+66.5% | $4,663+129.5% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,622 | $16,382-90.1% | $13,914-88.3% | $13,402-87.9% |