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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 | $84,131 | $111,535-24.6% | $105,223-20.0% | $137,256-38.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.75% | 237.85%-228.1pp | 180.65%-170.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,773 | $3,939-29.6% | $3,689-24.8% | $4,156-33.3% |
| Participant deferral / active EE | $3,836 | $5,500-30.2% | $5,072-24.4% | $6,407-40.1% |
| Admin fee / account holder | $21,240 | $9,721+118.5% | $8,859+139.8% | $12,270+73.1% |