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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 | $98,187 | $55,457+77.0% | $77,361+26.9% | $94,015+4.4% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 9.00% | 15.57%-6.6pp | 1011.54%-1002.5pp | 17.84%-8.8pp |
| Employer contribution / active EE | $4,349 | $2,255+92.9% | $2,990+45.4% | $2,790+55.9% |
| Participant deferral / active EE | $4,602 | $3,069+49.9% | $3,911+17.7% | $4,249+8.3% |
| Admin fee / account holder | $1,393 | $4,334-67.8% | $5,894-76.4% | $8,951-84.4% |