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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 | $75,326 | $72,071+4.5% | $68,368+10.2% | $137,256-45.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.11% | 353.14%-345.0pp | 292.57%-284.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,591 | $2,788-43.0% | $2,649-40.0% | $4,156-61.7% |
| Participant deferral / active EE | $4,470 | $4,410+1.3% | $4,123+8.4% | $6,407-30.2% |
| Admin fee / account holder | $5,479 | $5,336+2.7% | $5,150+6.4% | $12,270-55.4% |