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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 | $35,331 | $105,158-66.4% | $94,672-62.7% | $139,487-74.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.82% | 38.11%-26.3pp | 156.89%-145.1pp | 373.84%-362.0pp |
| Employer contribution / active EE | $2,732 | $4,107-33.5% | $3,673-25.6% | $4,755-42.5% |
| Participant deferral / active EE | $3,823 | $7,599-49.7% | $7,417-48.5% | $6,713-43.0% |
| Admin fee / account holder | $2,173 | $8,972-75.8% | $7,222-69.9% | $11,407-81.0% |