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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 | $96,030 | $53,128+80.8% | $86,582+10.9% | $70,126+36.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.69% | 27.66%-16.0pp | 965.08%-953.4pp | 73.15%-61.5pp |
| Employer contribution / active EE | $3,179 | $2,068+53.7% | $2,839+11.9% | $2,343+35.7% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $688 | $3,584-80.8% | $4,904-86.0% | $4,645-85.2% |