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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 | $30,999 | $114,119-72.8% | $107,187-71.1% | $138,895-77.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.71% | 273.21%-262.5pp | 204.55%-193.8pp | 145.39%-134.7pp |
| Employer contribution / active EE | $1,912 | $4,059-52.9% | $3,782-49.4% | $4,194-54.4% |
| Participant deferral / active EE | $6,568 | $5,538+18.6% | $5,096+28.9% | $6,396+2.7% |
| Admin fee / account holder | $1,109 | $10,024-88.9% | $9,162-87.9% | $12,562-91.2% |