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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 | $78,530 | $102,429-23.3% | $147,096-46.6% | $80,925-3.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.24% | 135.02%-123.8pp | 419.75%-408.5pp | 35.65%-24.4pp |
| Employer contribution / active EE | $2,628 | $3,716-29.3% | $4,936-46.8% | $2,756-4.7% |
| Participant deferral / active EE | $6,543 | $6,649-1.6% | $8,071-18.9% | $4,299+52.2% |
| Admin fee / account holder | $5,051 | $7,957-36.5% | $13,005-61.2% | $6,940-27.2% |