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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 | $48,423 | $114,013-57.5% | $103,693-53.3% | $155,188-68.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 3.96% | 49.31%-45.4pp | 47.61%-43.7pp | 148.84%-144.9pp |
| Employer contribution / active EE | $8,919 | $3,131+184.9% | $2,920+205.4% | $4,248+110.0% |
| Participant deferral / active EE | $6,713 | $4,970+35.1% | $4,579+46.6% | $6,531+2.8% |
| Admin fee / account holder | $1,466 | $8,407-82.6% | $7,858-81.3% | $14,480-89.9% |