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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 | $47,479+106.8% | $62,929+56.0% | $82,448+19.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 9.00% | 20.34%-11.3pp | 1063.93%-1054.9pp | 41.64%-32.6pp |
| Employer contribution / active EE | $4,349 | $1,885+130.7% | $2,505+73.6% | $2,551+70.5% |
| Participant deferral / active EE | $4,602 | $2,870+60.3% | $3,888+18.4% | $4,139+11.2% |
| Admin fee / account holder | $1,393 | $3,804-63.4% | $5,065-72.5% | $7,234-80.7% |