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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 | $39,718 | $183,627-78.4% | $155,602-74.5% | $145,978-72.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.97% | 61.32%-54.3pp | 64.81%-57.8pp | 550.52%-543.5pp |
| Employer contribution / active EE | $1,411 | $5,316-73.5% | $4,675-69.8% | $4,662-69.7% |
| Participant deferral / active EE | $5,384 | $6,466-16.7% | $5,629-4.3% | $6,690-19.5% |
| Admin fee / account holder | $2,323 | $19,327-88.0% | $15,923-85.4% | $13,400-82.7% |