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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 | $106,668 | $95,406+11.8% | $185,849-42.6% | $85,847+24.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.16% | 23.59%-13.4pp | 122.10%-111.9pp | 318.61%-308.4pp |
| Employer contribution / active EE | $3,662 | $3,314+10.5% | $5,169-29.1% | $2,565+42.7% |
| Participant deferral / active EE | $2,655 | $3,424-22.5% | $5,569-52.3% | $3,952-32.8% |
| Admin fee / account holder | $415 | $7,214-94.2% | $16,244-97.4% | $6,261-93.4% |