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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 | $71,809 | $162,812-55.9% | $133,971-46.4% | $158,966-54.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.75% | 41.94%-38.2pp | 45.09%-41.3pp | 302.95%-299.2pp |
| Employer contribution / active EE | $3,134 | $4,976-37.0% | $3,919-20.0% | $4,762-34.2% |
| Participant deferral / active EE | $5,035 | $5,910-14.8% | $5,047-0.2% | $5,983-15.9% |
| Admin fee / account holder | $21,411 | $11,741+82.4% | $8,929+139.8% | $11,250+90.3% |