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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 | $44,309 | $88,778-50.1% | $81,844-45.9% | $145,884-69.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.77% | 1033.03%-1024.3pp | 778.87%-770.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $3,301 | $3,087+6.9% | $2,916+13.2% | $4,662-29.2% |
| Participant deferral / active EE | $7,080 | $4,648+52.3% | $4,323+63.8% | $6,690+5.8% |
| Admin fee / account holder | $4,206 | $8,430-50.1% | $7,355-42.8% | $13,392-68.6% |