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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 | $53,229 | $85,766-37.9% | $136,297-60.9% | $70,131-24.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 8.20% | 31.45%-23.3pp | 5156.16%-5148.0pp | 73.14%-64.9pp |
| Employer contribution / active EE | $6,855 | $2,966+131.1% | $4,696+46.0% | $2,342+192.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,752 | $5,420-67.7% | $9,244-81.0% | $4,645-62.3% |