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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 | $71,016 | $102,422-30.7% | $147,117-51.7% | $80,959-12.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.29% | 135.16%-123.9pp | 420.54%-409.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $3,261 | $3,717-12.3% | $4,932-33.9% | $2,757+18.3% |
| Participant deferral / active EE | $3,694 | $6,652-44.5% | $8,065-54.2% | $4,300-14.1% |
| Admin fee / account holder | $3,513 | $7,953-55.8% | $12,993-73.0% | $6,925-49.3% |