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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 | $49,434 | $198,457-75.1% | $170,435-71.0% | $147,586-66.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.89% | 257.30%-248.4pp | 205.94%-197.1pp | 578.59%-569.7pp |
| Employer contribution / active EE | $2,403 | $6,183-61.1% | $5,432-55.8% | $4,876-50.7% |
| Participant deferral / active EE | $3,956 | $5,629-29.7% | $4,939-19.9% | $5,439-27.3% |
| Admin fee / account holder | $345 | $16,852-98.0% | $13,881-97.5% | $10,886-96.8% |