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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 | $129,090 | $172,111-25.0% | $150,298-14.1% | $137,256-5.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.63% | 69.37%-61.7pp | 62.79%-55.2pp | 220.34%-212.7pp |
| Employer contribution / active EE | $2,580 | $4,636-44.3% | $4,154-37.9% | $4,156-37.9% |
| Participant deferral / active EE | $3,131 | $6,166-49.2% | $5,453-42.6% | $6,407-51.1% |
| Admin fee / account holder | $26,250 | $16,471+59.4% | $14,116+86.0% | $12,270+113.9% |