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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 | $44,387 | $157,296-71.8% | $141,191-68.6% | $152,897-71.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.57% | 64.34%-50.8pp | 71.41%-57.8pp | 345.43%-331.9pp |
| Employer contribution / active EE | $1,117 | $5,262-78.8% | $4,736-76.4% | $4,764-76.6% |
| Participant deferral / active EE | $6,345 | $7,111-10.8% | $6,710-5.4% | $5,851+8.4% |
| Admin fee / account holder | $711 | $12,125-94.1% | $10,264-93.1% | $11,599-93.9% |