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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 | $31,002 | $157,304-80.3% | $141,197-78.0% | $152,909-79.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.71% | 64.34%-53.6pp | 71.41%-60.7pp | 345.46%-334.8pp |
| Employer contribution / active EE | $2,608 | $5,263-50.4% | $4,736-44.9% | $4,764-45.3% |
| Participant deferral / active EE | $6,117 | $7,111-14.0% | $6,710-8.8% | $5,851+4.5% |
| Admin fee / account holder | $2,667 | $12,126-78.0% | $10,265-74.0% | $11,601-77.0% |