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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 | $63,453 | $70,366-9.8% | $66,674-4.8% | $138,895-54.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.48% | 386.41%-376.9pp | 321.24%-311.8pp | 145.39%-135.9pp |
| Employer contribution / active EE | $2,834 | $2,765+2.5% | $2,620+8.2% | $4,194-32.4% |
| Participant deferral / active EE | $9,398 | $4,374+114.9% | $4,084+130.1% | $6,396+46.9% |
| Admin fee / account holder | $7,991 | $5,262+51.8% | $5,098+56.7% | $12,562-36.4% |