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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 | $50,624 | $183,516-72.4% | $155,534-67.5% | $145,884-65.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.47% | 61.43%-55.0pp | 64.92%-58.5pp | 551.85%-545.4pp |
| Employer contribution / active EE | $3,379 | $5,315-36.4% | $4,675-27.7% | $4,662-27.5% |
| Participant deferral / active EE | $14,370 | $6,467+122.2% | $5,630+155.2% | $6,690+114.8% |
| Admin fee / account holder | $3,690 | $19,293-80.9% | $15,900-76.8% | $13,392-72.4% |