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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 | $96,905 | $125,778-23.0% | $114,563-15.4% | $154,746-37.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 6.07% | 295.14%-289.1pp | 241.09%-235.0pp | 172.34%-166.3pp |
| Employer contribution / active EE | $23,454 | $2,806+735.9% | $2,592+804.9% | $4,379+435.6% |
| Participant deferral / active EE | $6,827 | $4,445+53.6% | $4,142+64.8% | $6,730+1.4% |
| Admin fee / account holder | $2,666 | $8,190-67.5% | $7,623-65.0% | $14,365-81.4% |