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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 | $124,029 | $85,171+45.6% | $172,752-28.2% | $72,975+70.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 15.59% | 27.32%-11.7pp | 802.97%-787.4pp | 81.01%-65.4pp |
| Employer contribution / active EE | $1,930 | $3,324-41.9% | $5,144-62.5% | $2,440-20.9% |
| Participant deferral / active EE | $3,635 | $3,260+11.5% | $5,198-30.1% | $3,608+0.8% |
| Admin fee / account holder | $309 | $5,880-94.8% | $13,955-97.8% | $5,124-94.0% |