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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 | $112,488 | $166,268-32.3% | $165,100-31.9% | $145,897-22.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.44% | 100.52%-92.1pp | 70.21%-61.8pp | 552.29%-543.8pp |
| Employer contribution / active EE | $3,900 | $5,284-26.2% | $4,348-10.3% | $4,663-16.4% |
| Participant deferral / active EE | $27,544 | $6,964+295.5% | $6,035+356.4% | $6,689+311.8% |
| Admin fee / account holder | $2,114 | $16,659-87.3% | $12,696-83.3% | $13,390-84.2% |