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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 | $69,820 | $183,516-62.0% | $155,534-55.1% | $145,884-52.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.08% | 61.43%-54.3pp | 64.92%-57.8pp | 551.85%-544.8pp |
| Employer contribution / active EE | $1,520 | $5,315-71.4% | $4,675-67.5% | $4,662-67.4% |
| Participant deferral / active EE | $4,365 | $6,467-32.5% | $5,630-22.5% | $6,690-34.7% |
| Admin fee / account holder | $1,642 | $19,293-91.5% | $15,900-89.7% | $13,392-87.7% |