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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 | $160,439 | $227,291-29.4% | $214,702-25.3% | $155,188+3.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 5.99% | 60.08%-54.1pp | 54.55%-48.6pp | 148.84%-142.8pp |
| Employer contribution / active EE | $2,279 | $6,772-66.4% | $6,461-64.7% | $4,248-46.4% |
| Participant deferral / active EE | $14,771 | $9,582+54.2% | $9,147+61.5% | $6,531+126.2% |
| Admin fee / account holder | $1,329 | $20,413-93.5% | $19,830-93.3% | $14,480-90.8% |