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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 | $133,096 | $154,159-13.7% | $130,026+2.4% | $139,456-4.6% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 3.42% | 32.50%-29.1pp | -137.26%+140.7pp | 373.45%-370.0pp |
| Employer contribution / active EE | $7,027 | $5,292+32.8% | $4,321+62.6% | $4,753+47.9% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,615 | $14,001-88.5% | $10,608-84.8% | $11,407-85.8% |