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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 | $76,856 | $99,652-22.9% | $78,778-2.4% | $147,586-47.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 4.03% | 47.28%-43.3pp | 35.62%-31.6pp | 578.59%-574.6pp |
| Employer contribution / active EE | $5,728 | $2,796+104.9% | $1,986+188.5% | $4,876+17.5% |
| Participant deferral / active EE | $1,047 | $3,664-71.4% | $2,958-64.6% | $5,439-80.8% |
| Admin fee / account holder | $5,539 | $7,155-22.6% | $5,134+7.9% | $10,886-49.1% |