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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 | $137,876 | $183,627-24.9% | $155,602-11.4% | $145,978-5.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.04% | 61.32%-53.3pp | 64.81%-56.8pp | 550.52%-542.5pp |
| Employer contribution / active EE | $3,269 | $5,316-38.5% | $4,675-30.1% | $4,662-29.9% |
| Participant deferral / active EE | $13,441 | $6,466+107.9% | $5,629+138.8% | $6,690+100.9% |
| Admin fee / account holder | $1,496 | $19,327-92.3% | $15,923-90.6% | $13,400-88.8% |