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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 | $50,440 | $111,535-54.8% | $105,223-52.1% | $137,256-63.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.87% | 237.85%-227.0pp | 180.65%-169.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,245 | $3,939-17.6% | $3,689-12.0% | $4,156-21.9% |
| Participant deferral / active EE | $4,573 | $5,500-16.8% | $5,072-9.8% | $6,407-28.6% |
| Admin fee / account holder | $6,583 | $9,721-32.3% | $8,859-25.7% | $12,270-46.3% |