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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 | $104,191 | $152,460-31.7% | $118,746-12.3% | $147,586-29.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 4.94% | 17.41%-12.5pp | 24.54%-19.6pp | 578.59%-573.7pp |
| Employer contribution / active EE | $17,611 | $5,046+249.0% | $4,193+320.0% | $4,876+261.1% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $51,247 | $16,953+202.3% | $10,720+378.0% | $10,886+370.8% |