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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 | $46,967 | $78,670-40.3% | $109,173-57.0% | $85,847-45.3% |
| Participation rate | 88.6% | 68.3%+20.4pp | 75.9%+12.8pp | 69.3%+19.3pp |
| Annual return | 9.89% | 25.09%-15.2pp | 25.75%-15.9pp | 318.61%-308.7pp |
| Employer contribution / active EE | $16,469 | $2,734+502.4% | $3,723+342.4% | $2,565+542.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,666 | $5,469-51.3% | $6,755-60.5% | $6,261-57.4% |