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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 | $47,076 | $183,516-74.3% | $155,534-69.7% | $145,884-67.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.60% | 61.43%-55.8pp | 64.92%-59.3pp | 551.85%-546.2pp |
| Employer contribution / active EE | $2,188 | $5,315-58.8% | $4,675-53.2% | $4,662-53.1% |
| Participant deferral / active EE | $7,649 | $6,467+18.3% | $5,630+35.9% | $6,690+14.3% |
| Admin fee / account holder | $648 | $19,293-96.6% | $15,900-95.9% | $13,392-95.2% |