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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 | $113,127 | $197,603-42.8% | $177,827-36.4% | $158,950-28.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.75% | 58.76%-55.0pp | 48.32%-44.6pp | 302.91%-299.2pp |
| Employer contribution / active EE | $2,904 | $6,698-56.6% | $5,918-50.9% | $4,762-39.0% |
| Participant deferral / active EE | $3,495 | $8,404-58.4% | $7,713-54.7% | $5,983-41.6% |
| Admin fee / account holder | $1,934 | $15,402-87.4% | $12,429-84.4% | $11,248-82.8% |