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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 | $85,634 | $78,690+8.8% | $161,489-47.0% | $87,485-2.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 5.85% | 32.74%-26.9pp | 89.72%-83.9pp | 26.06%-20.2pp |
| Employer contribution / active EE | $4,483 | $2,588+73.2% | $4,268+5.0% | $2,596+72.7% |
| Participant deferral / active EE | $6,848 | $3,311+106.8% | $5,630+21.6% | $4,274+60.2% |
| Admin fee / account holder | $5,041 | $6,724-25.0% | $16,006-68.5% | $7,775-35.2% |