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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 | $80,803 | $61,125+32.2% | $94,057-14.1% | $87,485-7.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 12.13% | 35.20%-23.1pp | 480.62%-468.5pp | 26.06%-13.9pp |
| Employer contribution / active EE | $789 | $2,136-63.1% | $2,933-73.1% | $2,596-69.6% |
| Participant deferral / active EE | $4,952 | $3,260+51.9% | $4,709+5.1% | $4,274+15.9% |
| Admin fee / account holder | $16,183 | $5,629+187.5% | $7,244+123.4% | $7,775+108.2% |