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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 | $58,430 | $111,830-47.8% | $93,696-37.6% | $145,884-59.9% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 6.27% | 204.08%-197.8pp | 133.74%-127.5pp | 551.85%-545.6pp |
| Employer contribution / active EE | $2,000 | $3,093-35.3% | $2,422-17.4% | $4,662-57.1% |
| Participant deferral / active EE | $2,858 | $4,920-41.9% | $4,417-35.3% | $6,690-57.3% |
| Admin fee / account holder | $909 | $10,249-91.1% | $8,287-89.0% | $13,392-93.2% |