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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 | $43,105 | $72,071-40.2% | $68,368-37.0% | $137,256-68.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.92% | 353.14%-340.2pp | 292.57%-279.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,146 | $2,788-23.0% | $2,649-19.0% | $4,156-48.4% |
| Participant deferral / active EE | $6,032 | $4,410+36.8% | $4,123+46.3% | $6,407-5.9% |
| Admin fee / account holder | $10,523 | $5,336+97.2% | $5,150+104.3% | $12,270-14.2% |