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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 | $32,896 | $69,248-52.5% | $64,101-48.7% | $139,466-76.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.67% | 45.95%-37.3pp | 33.72%-25.1pp | 373.66%-365.0pp |
| Employer contribution / active EE | $3,171 | $3,185-0.4% | $2,749+15.4% | $4,754-33.3% |
| Participant deferral / active EE | $2,668 | $4,682-43.0% | $3,881-31.2% | $6,712-60.2% |
| Admin fee / account holder | $651 | $4,247-84.7% | $3,070-78.8% | $11,409-94.3% |