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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 | $55,177 | $110,093-49.9% | $97,295-43.3% | $145,897-62.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.01% | 244.76%-237.7pp | 75.62%-68.6pp | 552.29%-545.3pp |
| Employer contribution / active EE | $2,722 | $3,077-11.5% | $2,7230% | $4,663-41.6% |
| Participant deferral / active EE | $10,646 | $4,678+127.6% | $4,264+149.7% | $6,689+59.2% |
| Admin fee / account holder | $6,390 | $6,212+2.9% | $5,646+13.2% | $13,390-52.3% |