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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 | $92,285 | $157,296-41.3% | $141,191-34.6% | $152,897-39.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.32% | 64.34%-51.0pp | 71.41%-58.1pp | 345.43%-332.1pp |
| Employer contribution / active EE | $2,445 | $5,262-53.5% | $4,736-48.4% | $4,764-48.7% |
| Participant deferral / active EE | $6,732 | $7,111-5.3% | $6,710+0.3% | $5,851+15.1% |
| Admin fee / account holder | $894 | $12,125-92.6% | $10,264-91.3% | $11,599-92.3% |