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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 | $50,247 | $157,276-68.1% | $141,177-64.4% | $152,885-67.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.07% | 64.33%-60.3pp | 71.40%-67.3pp | 345.39%-341.3pp |
| Employer contribution / active EE | $3,965 | $5,262-24.6% | $4,736-16.3% | $4,763-16.8% |
| Participant deferral / active EE | $5,295 | $7,110-25.5% | $6,710-21.1% | $5,851-9.5% |
| Admin fee / account holder | $2,155 | $12,123-82.2% | $10,263-79.0% | $11,598-81.4% |