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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 | $36,475 | $148,623-75.5% | $135,974-73.2% | $139,466-73.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.45% | 79.30%-67.8pp | 68.30%-56.9pp | 373.66%-362.2pp |
| Employer contribution / active EE | $1,854 | $5,246-64.7% | $4,859-61.8% | $4,754-61.0% |
| Participant deferral / active EE | $5,889 | $8,103-27.3% | $7,760-24.1% | $6,712-12.3% |
| Admin fee / account holder | $3,350 | $12,406-73.0% | $10,767-68.9% | $11,409-70.6% |