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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 | $94,094 | $103,038-8.7% | $90,324+4.2% | $152,909-38.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 3.61% | 95.25%-91.6pp | 78.15%-74.5pp | 345.46%-341.9pp |
| Employer contribution / active EE | $3,233 | $3,141+2.9% | $2,856+13.2% | $4,764-32.1% |
| Participant deferral / active EE | $2,929 | $4,282-31.6% | $3,885-24.6% | $5,851-49.9% |
| Admin fee / account holder | $13,374 | $6,177+116.5% | $5,356+149.7% | $11,601+15.3% |