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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 | $32,785 | $183,516-82.1% | $155,534-78.9% | $145,884-77.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.97% | 61.43%-53.5pp | 64.92%-56.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $4,032 | $5,315-24.1% | $4,675-13.8% | $4,662-13.5% |
| Participant deferral / active EE | $8,170 | $6,467+26.3% | $5,630+45.1% | $6,690+22.1% |
| Admin fee / account holder | $547 | $19,293-97.2% | $15,900-96.6% | $13,392-95.9% |