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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 | $76,955 | $90,486-15.0% | $78,676-2.2% | $273,972-71.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.30% | 75.62%-75.3pp | 62.19%-61.9pp | 41.46%-41.2pp |
| Employer contribution / active EE | $8,536 | $3,175+168.9% | $2,850+199.5% | $4,869+75.3% |
| Participant deferral / active EE | $7,197 | $3,901+84.5% | $3,517+104.6% | $5,287+36.1% |
| Admin fee / account holder | $2,829 | $5,263-46.2% | $4,510-37.3% | $10,133-72.1% |