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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 | $71,546 | $175,212-59.2% | $149,682-52.2% | $139,427-48.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.67% | 166.63%-157.0pp | 134.35%-124.7pp | 373.27%-363.6pp |
| Employer contribution / active EE | $1,858 | $5,475-66.1% | $4,818-61.4% | $4,752-60.9% |
| Participant deferral / active EE | $9,000 | $6,520+38.1% | $5,681+58.4% | $6,711+34.1% |
| Admin fee / account holder | $3,373 | $16,150-79.1% | $13,210-74.5% | $11,404-70.4% |