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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 | $88,515 | $196,972-55.1% | $182,262-51.4% | $198,609-55.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 2.00% | 158.27%-156.3pp | 140.60%-138.6pp | 202.70%-200.7pp |
| Employer contribution / active EE | $2,333 | $5,364-56.5% | $5,046-53.8% | $5,055-53.8% |
| Participant deferral / active EE | $21,949 | $8,643+154.0% | $8,276+165.2% | $6,977+214.6% |
| Admin fee / account holder | $4,100 | $18,429-77.8% | $16,712-75.5% | $19,030-78.5% |