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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 | $78,066 | $89,259-12.5% | $107,187-27.2% | $82,637-5.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 3.71% | 21.02%-17.3pp | 204.55%-200.8pp | 53.51%-49.8pp |
| Employer contribution / active EE | $6,934 | $3,080+125.1% | $3,782+83.3% | $2,552+171.7% |
| Participant deferral / active EE | $7,130 | $4,037+76.6% | $5,096+39.9% | $4,126+72.8% |
| Admin fee / account holder | $5,273 | $7,381-28.6% | $9,162-42.4% | $7,339-28.1% |