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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 | $102,709 | $197,637-48.0% | $177,848-42.2% | $158,982-35.4% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 4.46% | 58.77%-54.3pp | 48.33%-43.9pp | 302.99%-298.5pp |
| Employer contribution / active EE | $4,167 | $6,698-37.8% | $5,919-29.6% | $4,763-12.5% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $325 | $15,406-97.9% | $12,431-97.4% | $11,252-97.1% |