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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 | $41,745 | $108,922-61.7% | $100,398-58.4% | $145,978-71.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 4.34% | 58.04%-53.7pp | 49.32%-45.0pp | 550.52%-546.2pp |
| Employer contribution / active EE | $18,560 | $4,426+319.4% | $3,946+370.4% | $4,662+298.1% |
| Participant deferral / active EE | $22,784 | $8,450+169.6% | $8,084+181.8% | $6,690+240.6% |
| Admin fee / account holder | $14,069 | $9,680+45.3% | $7,893+78.2% | $13,400+5.0% |