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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 | $25,060 | $183,539-86.3% | $155,556-83.9% | $145,897-82.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.52% | 61.31%-52.8pp | 64.84%-56.3pp | 552.29%-543.8pp |
| Employer contribution / active EE | $3,186 | $5,315-40.1% | $4,675-31.9% | $4,663-31.7% |
| Participant deferral / active EE | $3,203 | $6,467-50.5% | $5,631-43.1% | $6,689-52.1% |
| Admin fee / account holder | $620 | $19,275-96.8% | $15,885-96.1% | $13,390-95.4% |