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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 | $64,353 | $111,535-42.3% | $105,223-38.8% | $137,256-53.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 8.24% | 237.85%-229.6pp | 180.65%-172.4pp | 220.34%-212.1pp |
| Employer contribution / active EE | $6,627 | $3,939+68.2% | $3,689+79.7% | $4,156+59.5% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,248 | $9,721-87.2% | $8,859-85.9% | $12,270-89.8% |