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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 | $26,982 | $154,228-82.5% | $145,433-81.4% | $137,256-80.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.36% | 74.59%-65.2pp | 66.58%-57.2pp | 220.34%-211.0pp |
| Employer contribution / active EE | $1,300 | $4,804-72.9% | $4,554-71.5% | $4,156-68.7% |
| Participant deferral / active EE | $2,908 | $8,216-64.6% | $7,897-63.2% | $6,407-54.6% |
| Admin fee / account holder | $26,614 | $14,344+85.5% | $13,129+102.7% | $12,270+116.9% |