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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 | $25,839 | $154,228-83.2% | $145,433-82.2% | $137,256-81.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.28% | 74.59%-66.3pp | 66.58%-58.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,071 | $4,804-56.9% | $4,554-54.5% | $4,156-50.2% |
| Participant deferral / active EE | $6,358 | $8,216-22.6% | $7,897-19.5% | $6,407-0.8% |
| Admin fee / account holder | $7,019 | $14,344-51.1% | $13,129-46.5% | $12,270-42.8% |