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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 | $88,061 | $172,111-48.8% | $150,298-41.4% | $137,256-35.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.03% | 69.37%-61.3pp | 62.79%-54.8pp | 220.34%-212.3pp |
| Employer contribution / active EE | $4,503 | $4,636-2.9% | $4,154+8.4% | $4,156+8.4% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,090 | $16,471-93.4% | $14,116-92.3% | $12,270-91.1% |