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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 | $83,842 | $99,053-15.4% | $88,179-4.9% | $138,895-39.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 9.19% | 78.17%-69.0pp | 64.97%-55.8pp | 145.39%-136.2pp |
| Employer contribution / active EE | $10,825 | $2,882+275.6% | $2,549+324.6% | $4,194+158.1% |
| Participant deferral / active EE | $10,393 | $5,225+98.9% | $4,614+125.3% | $6,396+62.5% |
| Admin fee / account holder | $5,122 | $8,748-41.5% | $7,673-33.3% | $12,562-59.2% |