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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 | $102,422+5.6% | $147,117-26.5% | $80,959+33.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.11% | 135.16%-125.0pp | 420.54%-410.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $2,646 | $3,717-28.8% | $4,932-46.4% | $2,757-4.0% |
| Participant deferral / active EE | $4,036 | $6,652-39.3% | $8,065-50.0% | $4,300-6.1% |
| Admin fee / account holder | $3,929 | $7,953-50.6% | $12,993-69.8% | $6,925-43.3% |