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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 | $70,418 | $227,291-69.0% | $214,702-67.2% | $155,188-54.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 8.61% | 60.08%-51.5pp | 54.55%-45.9pp | 148.84%-140.2pp |
| Employer contribution / active EE | $3,152 | $6,772-53.5% | $6,461-51.2% | $4,248-25.8% |
| Participant deferral / active EE | $4,469 | $9,582-53.4% | $9,147-51.1% | $6,531-31.6% |
| Admin fee / account holder | $33,505 | $20,413+64.1% | $19,830+69.0% | $14,480+131.4% |