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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 | $59,742 | $175,231-65.9% | $149,696-60.1% | $139,466-57.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.06% | 166.77%-157.7pp | 134.46%-125.4pp | 373.66%-364.6pp |
| Employer contribution / active EE | $5,114 | $5,478-6.7% | $4,821+6.1% | $4,754+7.6% |
| Participant deferral / active EE | $4,500 | $6,521-31.0% | $5,682-20.8% | $6,712-33.0% |
| Admin fee / account holder | $3,278 | $16,155-79.7% | $13,212-75.2% | $11,409-71.3% |