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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 | $24,431 | $175,259-86.1% | $149,723-83.7% | $139,487-82.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.41% | 166.82%-156.4pp | 134.50%-124.1pp | 373.84%-363.4pp |
| Employer contribution / active EE | $2,572 | $5,478-53.0% | $4,821-46.7% | $4,755-45.9% |
| Participant deferral / active EE | $3,061 | $6,522-53.1% | $5,682-46.1% | $6,713-54.4% |
| Admin fee / account holder | $1,526 | $16,158-90.6% | $13,215-88.4% | $11,407-86.6% |