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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 | $64,432 | $172,111-62.6% | $150,298-57.1% | $137,256-53.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.11% | 69.37%-63.3pp | 62.79%-56.7pp | 220.34%-214.2pp |
| Employer contribution / active EE | $4,563 | $4,636-1.6% | $4,154+9.9% | $4,156+9.8% |
| Participant deferral / active EE | $8,822 | $6,166+43.1% | $5,453+61.8% | $6,407+37.7% |
| Admin fee / account holder | $9,786 | $16,471-40.6% | $14,116-30.7% | $12,270-20.2% |