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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 | $82,079 | $223,823-63.3% | $211,142-61.1% | $154,746-47.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 4.19% | 50.39%-46.2pp | 46.84%-42.7pp | 172.34%-168.2pp |
| Employer contribution / active EE | $4,495 | $6,787-33.8% | $6,442-30.2% | $4,379+2.6% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,053 | $19,707-94.7% | $19,076-94.5% | $14,365-92.7% |