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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 | $132,913 | $117,444+13.2% | $99,479+33.6% | $152,909-13.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 2.91% | 31.87%-29.0pp | 30.72%-27.8pp | 345.46%-342.6pp |
| Employer contribution / active EE | $8,296 | $3,014+175.3% | $2,540+226.6% | $4,764+74.1% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,518 | $7,635-27.7% | $6,253-11.7% | $11,601-52.4% |