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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 | $49,980 | $72,071-30.7% | $68,368-26.9% | $137,256-63.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.80% | 353.14%-340.3pp | 292.57%-279.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $4,039 | $2,788+44.9% | $2,649+52.5% | $4,156-2.8% |
| Participant deferral / active EE | $3,170 | $4,410-28.1% | $4,123-23.1% | $6,407-50.5% |
| Admin fee / account holder | $4,394 | $5,336-17.7% | $5,150-14.7% | $12,270-64.2% |