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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 | $45,555 | $129,737-64.9% | $119,126-61.8% | $154,746-70.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.20% | 379.08%-369.9pp | 282.11%-272.9pp | 172.34%-163.1pp |
| Employer contribution / active EE | $3,385 | $4,375-22.6% | $4,034-16.1% | $4,379-22.7% |
| Participant deferral / active EE | $3,377 | $5,842-42.2% | $5,318-36.5% | $6,730-49.8% |
| Admin fee / account holder | $5,562 | $11,961-53.5% | $10,693-48.0% | $14,365-61.3% |