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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 | $46,308 | $129,737-64.3% | $119,126-61.1% | $154,746-70.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.19% | 379.08%-371.9pp | 282.11%-274.9pp | 172.34%-165.1pp |
| Employer contribution / active EE | $14,339 | $4,375+227.8% | $4,034+255.5% | $4,379+227.5% |
| Participant deferral / active EE | $15,583 | $5,842+166.7% | $5,318+193.0% | $6,730+131.5% |
| Admin fee / account holder | $6,007 | $11,961-49.8% | $10,693-43.8% | $14,365-58.2% |