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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 | $69,530 | $217,432-68.0% | $185,851-62.6% | $167,553-58.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.17% | 148.43%-146.3pp | 122.11%-119.9pp | 478.89%-476.7pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $7,313 | $6,357+15.0% | $5,569+31.3% | $6,343+15.3% |
| Admin fee / account holder | $89,134 | $19,820+349.7% | $16,245+448.7% | $12,316+623.7% |