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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 | $105,741 | $101,063+4.6% | $81,473+29.8% | $147,585-28.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 4.68% | 32.41%-27.7pp | 38.78%-34.1pp | 578.58%-573.9pp |
| Employer contribution / active EE | $8,539 | $3,206+166.4% | $2,568+232.5% | $4,876+75.1% |
| Participant deferral / active EE | $5,333 | $4,242+25.7% | $3,537+50.8% | $5,439-1.9% |
| Admin fee / account holder | $4,495 | $5,812-22.7% | $4,561-1.4% | $10,886-58.7% |