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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 | $132,755 | $150,207-11.6% | $120,380+10.3% | $145,978-9.1% |
| Participation rate | 90.0% | 78.8%+11.2pp | 71.9%+18.1pp | 80.3%+9.7pp |
| Annual return | 7.36% | 154.28%-146.9pp | 107.28%-99.9pp | 550.52%-543.2pp |
| Employer contribution / active EE | $2,076 | $4,351-52.3% | $3,465-40.1% | $4,662-55.5% |
| Participant deferral / active EE | $7,955 | $6,175+28.8% | $4,992+59.4% | $6,690+18.9% |
| Admin fee / account holder | $1,049 | $12,203-91.4% | $9,421-88.9% | $13,400-92.2% |