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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 | $44,304 | $175,231-74.7% | $149,696-70.4% | $139,466-68.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.40% | 166.77%-163.4pp | 134.46%-131.1pp | 373.66%-370.3pp |
| Employer contribution / active EE | $7,384 | $5,478+34.8% | $4,821+53.2% | $4,754+55.3% |
| Participant deferral / active EE | $6,375 | $6,521-2.2% | $5,682+12.2% | $6,712-5.0% |
| Admin fee / account holder | $433 | $16,155-97.3% | $13,212-96.7% | $11,409-96.2% |