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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 | $164,124 | $111,787+46.8% | $93,681+75.2% | $145,978+12.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.03% | 203.52%-196.5pp | 133.47%-126.4pp | 550.52%-543.5pp |
| Employer contribution / active EE | $709 | $3,093-77.1% | $2,422-70.7% | $4,662-84.8% |
| Participant deferral / active EE | $2,835 | $4,918-42.3% | $4,415-35.8% | $6,690-57.6% |
| Admin fee / account holder | $1,120 | $10,256-89.1% | $8,290-86.5% | $13,400-91.6% |