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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 | $141,192 | $208,088-32.1% | $186,193-24.2% | $154,746-8.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 8.07% | 89.97%-81.9pp | 78.03%-70.0pp | 172.34%-164.3pp |
| Employer contribution / active EE | $1,970 | $4,340-54.6% | $3,918-49.7% | $4,379-55.0% |
| Participant deferral / active EE | $24,680 | $7,078+248.7% | $6,513+278.9% | $6,730+266.7% |
| Admin fee / account holder | $574 | $11,698-95.1% | $11,058-94.8% | $14,365-96.0% |