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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 | $83,307 | $183,592-54.6% | $155,574-46.5% | $145,877-42.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.54% | 61.37%-54.8pp | 64.87%-58.3pp | 551.28%-544.7pp |
| Employer contribution / active EE | $1,830 | $5,317-65.6% | $4,676-60.9% | $4,663-60.8% |
| Participant deferral / active EE | $7,987 | $6,466+23.5% | $5,629+41.9% | $6,691+19.4% |
| Admin fee / account holder | $1,528 | $19,316-92.1% | $15,914-90.4% | $13,402-88.6% |