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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 | $150,875 | $217,432-30.6% | $185,851-18.8% | $167,553-10.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 2.77% | 148.43%-145.7pp | 122.11%-119.3pp | 478.89%-476.1pp |
| Employer contribution / active EE | $2,063 | $5,874-64.9% | $5,168-60.1% | $4,840-57.4% |
| Participant deferral / active EE | $5,484 | $6,357-13.7% | $5,569-1.5% | $6,343-13.5% |
| Admin fee / account holder | $332 | $19,820-98.3% | $16,245-98.0% | $12,316-97.3% |