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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 | $95,816 | $102,422-6.5% | $147,117-34.9% | $80,959+18.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 9.73% | 135.16%-125.4pp | 420.54%-410.8pp | 35.67%-25.9pp |
| Employer contribution / active EE | $3,896 | $3,717+4.8% | $4,932-21.0% | $2,757+41.3% |
| Participant deferral / active EE | $10,161 | $6,652+52.8% | $8,065+26.0% | $4,300+136.3% |
| Admin fee / account holder | $1,819 | $7,953-77.1% | $12,993-86.0% | $6,925-73.7% |