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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 | $26,452 | $72,071-63.3% | $68,368-61.3% | $137,256-80.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.48% | 353.14%-341.7pp | 292.57%-281.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,702 | $2,788-3.1% | $2,649+2.0% | $4,156-35.0% |
| Participant deferral / active EE | $4,498 | $4,410+2.0% | $4,123+9.1% | $6,407-29.8% |
| Admin fee / account holder | $1,047 | $5,336-80.4% | $5,150-79.7% | $12,270-91.5% |