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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 | $50,465 | $217,432-76.8% | $185,851-72.8% | $167,553-69.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.92% | 148.43%-142.5pp | 122.11%-116.2pp | 478.89%-473.0pp |
| Employer contribution / active EE | $1,351 | $5,874-77.0% | $5,168-73.9% | $4,840-72.1% |
| Participant deferral / active EE | $4,622 | $6,357-27.3% | $5,569-17.0% | $6,343-27.1% |
| Admin fee / account holder | $2,607 | $19,820-86.8% | $16,245-84.0% | $12,316-78.8% |