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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 | $108,192 | $102,382+5.7% | $147,005-26.4% | $80,874+33.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.11% | 134.89%-124.8pp | 418.76%-408.7pp | 35.62%-25.5pp |
| Employer contribution / active EE | $2,646 | $3,715-28.8% | $4,934-46.4% | $2,756-4.0% |
| Participant deferral / active EE | $4,036 | $6,646-39.3% | $8,070-50.0% | $4,297-6.1% |
| Admin fee / account holder | $3,929 | $7,942-50.5% | $13,006-69.8% | $6,935-43.3% |