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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 | $62,799 | $175,259-64.2% | $149,723-58.1% | $139,487-55.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.04% | 166.82%-157.8pp | 134.50%-125.5pp | 373.84%-364.8pp |
| Employer contribution / active EE | $3,650 | $5,478-33.4% | $4,821-24.3% | $4,755-23.2% |
| Participant deferral / active EE | $5,996 | $6,522-8.1% | $5,682+5.5% | $6,713-10.7% |
| Admin fee / account holder | $362 | $16,158-97.8% | $13,215-97.3% | $11,407-96.8% |