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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 | $36,840 | $72,071-48.9% | $68,368-46.1% | $137,256-73.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.13% | 353.14%-342.0pp | 292.57%-281.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,978 | $2,788+42.7% | $2,649+50.2% | $4,156-4.3% |
| Participant deferral / active EE | $4,546 | $4,410+3.1% | $4,123+10.3% | $6,407-29.0% |
| Admin fee / account holder | $6,334 | $5,336+18.7% | $5,150+23.0% | $12,270-48.4% |