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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 | $22,508 | $88,702-74.6% | $81,780-72.5% | $145,978-84.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.74% | 1029.12%-1020.4pp | 776.27%-767.5pp | 550.52%-541.8pp |
| Employer contribution / active EE | $3,465 | $3,084+12.4% | $2,914+18.9% | $4,662-25.7% |
| Participant deferral / active EE | $10,385 | $4,645+123.6% | $4,321+140.3% | $6,690+55.2% |
| Admin fee / account holder | $2,587 | $8,414-69.3% | $7,384-65.0% | $13,400-80.7% |