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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 | $147,346 | $183,516-19.7% | $155,534-5.3% | $145,884+1.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.01% | 61.43%-54.4pp | 64.92%-57.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $2,536 | $5,315-52.3% | $4,675-45.8% | $4,662-45.6% |
| Participant deferral / active EE | $3,890 | $6,467-39.8% | $5,630-30.9% | $6,690-41.9% |
| Admin fee / account holder | $1,227 | $19,293-93.6% | $15,900-92.3% | $13,392-90.8% |