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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 | $103,198 | $157,296-34.4% | $141,191-26.9% | $152,897-32.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.51% | 64.34%-49.8pp | 71.41%-56.9pp | 345.43%-330.9pp |
| Employer contribution / active EE | $1,698 | $5,262-67.7% | $4,736-64.1% | $4,764-64.4% |
| Participant deferral / active EE | $3,864 | $7,111-45.7% | $6,710-42.4% | $5,851-34.0% |
| Admin fee / account holder | $402 | $12,125-96.7% | $10,264-96.1% | $11,599-96.5% |