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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 | $71,962 | $48,337+48.9% | $67,560+6.5% | $80,959-11.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 8.98% | 18.26%-9.3pp | 3533.50%-3524.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $2,643 | $2,023+30.7% | $2,737-3.4% | $2,757-4.1% |
| Participant deferral / active EE | $7,560 | $2,928+158.2% | $4,004+88.8% | $4,300+75.8% |
| Admin fee / account holder | $12,789 | $3,695+246.1% | $3,994+220.2% | $6,925+84.7% |