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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 | $51,184+36.0% | $66,439+4.7% | $86,983-20.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 8.89% | 17.07%-8.2pp | 757.66%-748.8pp | 25.83%-16.9pp |
| Employer contribution / active EE | $2,077 | $2,023+2.7% | $2,637-21.2% | $2,584-19.6% |
| Participant deferral / active EE | $3,379 | $2,927+15.4% | $3,876-12.8% | $4,194-19.4% |
| Admin fee / account holder | $1,585 | $4,154-61.8% | $6,173-74.3% | $7,856-79.8% |