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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 | $27,771 | $180,749-84.6% | $160,784-82.7% | $137,256-79.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 6.34% | 2234.46%-2228.1pp | 1803.92%-1797.6pp | 220.34%-214.0pp |
| Employer contribution / active EE | $16,749 | $4,155+303.1% | $3,733+348.7% | $4,156+303.0% |
| Participant deferral / active EE | $3,180 | $6,844-53.5% | $6,293-49.5% | $6,407-50.4% |
| Admin fee / account holder | $16,890 | $10,397+62.5% | $9,717+73.8% | $12,270+37.7% |