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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 | $35,253 | $111,535-68.4% | $105,223-66.5% | $137,256-74.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 10.80% | 237.85%-227.1pp | 180.65%-169.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,764 | $3,939-4.4% | $3,689+2.1% | $4,156-9.4% |
| Participant deferral / active EE | $10,161 | $5,500+84.7% | $5,072+100.3% | $6,407+58.6% |
| Admin fee / account holder | $50,833 | $9,721+422.9% | $8,859+473.8% | $12,270+314.3% |