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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 | $107,968 | $157,296-31.4% | $141,191-23.5% | $152,897-29.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.22% | 64.34%-60.1pp | 71.41%-67.2pp | 345.43%-341.2pp |
| Employer contribution / active EE | $3,830 | $5,262-27.2% | $4,736-19.1% | $4,764-19.6% |
| Participant deferral / active EE | $2,778 | $7,111-60.9% | $6,710-58.6% | $5,851-52.5% |
| Admin fee / account holder | $3,346 | $12,125-72.4% | $10,264-67.4% | $11,599-71.2% |