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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 | $46,035 | $111,535-58.7% | $105,223-56.2% | $137,256-66.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.08% | 237.85%-227.8pp | 180.65%-170.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,617 | $3,939-33.6% | $3,689-29.0% | $4,156-37.0% |
| Participant deferral / active EE | $4,127 | $5,500-25.0% | $5,072-18.6% | $6,407-35.6% |
| Admin fee / account holder | $465 | $9,721-95.2% | $8,859-94.8% | $12,270-96.2% |