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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 | $69,675 | $56,116+24.2% | $135,768-48.7% | $86,983-19.9% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 10.49% | 125.33%-114.8pp | 526.10%-515.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $2,009 | $1,528+31.5% | $3,394-40.8% | $2,584-22.3% |
| Participant deferral / active EE | $5,836 | $2,690+117.0% | $3,977+46.7% | $4,194+39.2% |
| Admin fee / account holder | $1,522 | $4,314-64.7% | $7,048-78.4% | $7,856-80.6% |