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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 | $40,501 | $198,457-79.6% | $170,435-76.2% | $147,586-72.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.46% | 257.30%-249.8pp | 205.94%-198.5pp | 578.59%-571.1pp |
| Employer contribution / active EE | $1,987 | $6,183-67.9% | $5,432-63.4% | $4,876-59.3% |
| Participant deferral / active EE | $4,129 | $5,629-26.7% | $4,939-16.4% | $5,439-24.1% |
| Admin fee / account holder | $10,734 | $16,852-36.3% | $13,881-22.7% | $10,886-1.4% |