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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 | $59,622 | $91,179-34.6% | $178,499-66.6% | $79,852-25.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.87% | 24.19%-14.3pp | 151.10%-141.2pp | 31.72%-21.9pp |
| Employer contribution / active EE | $3,136 | $3,256-3.7% | $5,011-37.4% | $2,471+26.9% |
| Participant deferral / active EE | $6,257 | $3,236+93.4% | $5,202+20.3% | $3,740+67.3% |
| Admin fee / account holder | $354 | $6,749-94.8% | $13,986-97.5% | $5,306-93.3% |