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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 | $58,037 | $208,088-72.1% | $186,193-68.8% | $154,746-62.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 7.73% | 89.97%-82.2pp | 78.03%-70.3pp | 172.34%-164.6pp |
| Employer contribution / active EE | $2,930 | $4,340-32.5% | $3,918-25.2% | $4,379-33.1% |
| Participant deferral / active EE | $8,099 | $7,078+14.4% | $6,513+24.3% | $6,730+20.3% |
| Admin fee / account holder | $1,841 | $11,698-84.3% | $11,058-83.4% | $14,365-87.2% |