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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 | $69,588 | $47,479+46.6% | $62,929+10.6% | $82,448-15.6% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 8.89% | 20.34%-11.5pp | 1063.93%-1055.0pp | 41.64%-32.7pp |
| Employer contribution / active EE | $2,077 | $1,885+10.2% | $2,505-17.1% | $2,551-18.6% |
| Participant deferral / active EE | $3,379 | $2,870+17.7% | $3,888-13.1% | $4,139-18.4% |
| Admin fee / account holder | $1,585 | $3,804-58.3% | $5,065-68.7% | $7,234-78.1% |