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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 | $56,111 | $64,324-12.8% | $118,946-52.8% | $79,852-29.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 8.55% | 86.45%-77.9pp | 35.89%-27.3pp | 31.72%-23.2pp |
| Employer contribution / active EE | $2,658 | $1,836+44.8% | $3,263-18.5% | $2,471+7.6% |
| Participant deferral / active EE | $2,804 | $2,824-0.7% | $4,266-34.3% | $3,740-25.0% |
| Admin fee / account holder | $1,159 | $4,040-71.3% | $6,581-82.4% | $5,306-78.2% |