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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 | $25,293 | $157,276-83.9% | $141,177-82.1% | $152,885-83.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.75% | 64.33%-53.6pp | 71.40%-60.7pp | 345.39%-334.6pp |
| Employer contribution / active EE | $2,793 | $5,262-46.9% | $4,736-41.0% | $4,763-41.4% |
| Participant deferral / active EE | $7,601 | $7,110+6.9% | $6,710+13.3% | $5,851+29.9% |
| Admin fee / account holder | $24,645 | $12,123+103.3% | $10,263+140.1% | $11,598+112.5% |