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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 | $129,976 | $183,539-29.2% | $155,556-16.4% | $145,897-10.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.28% | 61.31%-57.0pp | 64.84%-60.6pp | 552.29%-548.0pp |
| Employer contribution / active EE | $2,714 | $5,315-48.9% | $4,675-42.0% | $4,663-41.8% |
| Participant deferral / active EE | $10,625 | $6,467+64.3% | $5,631+88.7% | $6,689+58.8% |
| Admin fee / account holder | $1,477 | $19,275-92.3% | $15,885-90.7% | $13,390-89.0% |