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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 | $36,814 | $108,922-66.2% | $100,398-63.3% | $145,978-74.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.22% | 58.04%-49.8pp | 49.32%-41.1pp | 550.52%-542.3pp |
| Employer contribution / active EE | $2,135 | $4,426-51.8% | $3,946-45.9% | $4,662-54.2% |
| Participant deferral / active EE | $2,495 | $8,450-70.5% | $8,084-69.1% | $6,690-62.7% |
| Admin fee / account holder | $4,160 | $9,680-57.0% | $7,893-47.3% | $13,400-69.0% |