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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 | $45,288 | $185,883-75.6% | $170,043-73.4% | $139,466-67.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.51% | 60.54%-50.0pp | 53.40%-42.9pp | 373.66%-363.2pp |
| Employer contribution / active EE | $2,387 | $7,596-68.6% | $6,790-64.8% | $4,754-49.8% |
| Participant deferral / active EE | $4,709 | $11,626-59.5% | $10,410-54.8% | $6,712-29.8% |
| Admin fee / account holder | $9,634 | $15,393-37.4% | $12,824-24.9% | $11,409-15.6% |