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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 | $63,242 | $157,276-59.8% | $141,177-55.2% | $152,885-58.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 0.69% | 64.33%-63.6pp | 71.40%-70.7pp | 345.39%-344.7pp |
| Employer contribution / active EE | $6,096 | $5,262+15.9% | $4,736+28.7% | $4,763+28.0% |
| Participant deferral / active EE | $8,333 | $7,110+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $1,158 | $12,123-90.4% | $10,263-88.7% | $11,598-90.0% |