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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 | $72,096 | $77,157-6.6% | $108,405-33.5% | $85,851-16.0% |
| Participation rate | 80.6% | 74.7%+6.0pp | 80.1%+0.5pp | 69.3%+11.3pp |
| Annual return | 3.48% | 44.55%-41.1pp | 905.55%-902.1pp | 318.63%-315.2pp |
| Employer contribution / active EE | $2,123 | $2,379-10.8% | $3,559-40.3% | $2,565-17.2% |
| Participant deferral / active EE | $3,507 | $5,567-37.0% | $6,563-46.6% | $3,952-11.3% |
| Admin fee / account holder | $10,356 | $5,174+100.2% | $7,297+41.9% | $6,261+65.4% |