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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 | $35,760 | $102,978-65.3% | $90,287-60.4% | $152,870-76.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.00% | 95.17%-90.2pp | 78.10%-73.1pp | 345.34%-340.3pp |
| Employer contribution / active EE | $3,208 | $3,139+2.2% | $2,855+12.4% | $4,763-32.6% |
| Participant deferral / active EE | $6,811 | $4,281+59.1% | $3,885+75.3% | $5,850+16.4% |
| Admin fee / account holder | $5,396 | $6,171-12.6% | $5,351+0.8% | $11,597-53.5% |