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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 | $120,577 | $98,240+22.7% | $82,312+46.5% | $147,586-18.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.42% | 30.85%-23.4pp | 25.88%-18.5pp | 578.59%-571.2pp |
| Employer contribution / active EE | $734 | $3,192-77.0% | $2,428-69.8% | $4,876-85.0% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,265 | $8,563-85.2% | $5,608-77.4% | $10,886-88.4% |