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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 | $72,071-12.0% | $68,368-7.2% | $137,256-53.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.48% | 353.14%-343.7pp | 292.57%-283.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $2,834 | $2,788+1.7% | $2,649+7.0% | $4,156-31.8% |
| Participant deferral / active EE | $9,398 | $4,410+113.1% | $4,123+128.0% | $6,407+46.7% |
| Admin fee / account holder | $7,991 | $5,336+49.8% | $5,150+55.2% | $12,270-34.9% |