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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 | $46,611 | $154,228-69.8% | $145,433-68.0% | $137,256-66.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 5.25% | 74.59%-69.3pp | 66.58%-61.3pp | 220.34%-215.1pp |
| Employer contribution / active EE | $23,892 | $4,804+397.3% | $4,554+424.6% | $4,156+474.9% |
| Participant deferral / active EE | $31,000 | $8,216+277.3% | $7,897+292.5% | $6,407+383.9% |
| Admin fee / account holder | $47,785 | $14,344+233.1% | $13,129+264.0% | $12,270+289.4% |