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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 | $49,465 | $181,062-72.7% | $158,223-68.7% | $155,188-68.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 6.69% | 57.39%-50.7pp | 52.09%-45.4pp | 148.84%-142.1pp |
| Employer contribution / active EE | $2,090 | $4,565-54.2% | $4,109-49.1% | $4,248-50.8% |
| Participant deferral / active EE | $4,054 | $6,134-33.9% | $5,467-25.8% | $6,531-37.9% |
| Admin fee / account holder | $797 | $18,825-95.8% | $16,047-95.0% | $14,480-94.5% |