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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 | $32,185 | $183,539-82.5% | $155,556-79.3% | $145,897-77.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.53% | 61.31%-54.8pp | 64.84%-58.3pp | 552.29%-545.8pp |
| Employer contribution / active EE | $2,190 | $5,315-58.8% | $4,675-53.2% | $4,663-53.0% |
| Participant deferral / active EE | $5,664 | $6,467-12.4% | $5,631+0.6% | $6,689-15.3% |
| Admin fee / account holder | $538 | $19,275-97.2% | $15,885-96.6% | $13,390-96.0% |