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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 | $91,449 | $157,304-41.9% | $141,197-35.2% | $152,909-40.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.30% | 64.34%-51.0pp | 71.41%-58.1pp | 345.46%-332.2pp |
| Employer contribution / active EE | $2,792 | $5,263-46.9% | $4,736-41.0% | $4,764-41.4% |
| Participant deferral / active EE | $9,190 | $7,111+29.2% | $6,710+37.0% | $5,851+57.1% |
| Admin fee / account holder | $9,022 | $12,126-25.6% | $10,265-12.1% | $11,601-22.2% |