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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 | $106,534 | $197,625-46.1% | $177,840-40.1% | $158,966-33.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.38% | 58.76%-55.4pp | 48.32%-44.9pp | 302.95%-299.6pp |
| Employer contribution / active EE | $1,618 | $6,698-75.8% | $5,919-72.7% | $4,762-66.0% |
| Participant deferral / active EE | $8,175 | $8,405-2.7% | $7,714+6.0% | $5,983+36.6% |
| Admin fee / account holder | $522 | $15,405-96.6% | $12,431-95.8% | $11,250-95.4% |