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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 | $57,562 | $90,400-36.3% | $186,193-69.1% | $87,485-34.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 6.37% | 22.15%-15.8pp | 78.03%-71.7pp | 26.06%-19.7pp |
| Employer contribution / active EE | $3,265 | $2,170+50.4% | $3,918-16.7% | $2,596+25.8% |
| Participant deferral / active EE | $1,815 | $4,330-58.1% | $6,513-72.1% | $4,274-57.5% |
| Admin fee / account holder | $8,769 | $8,673+1.1% | $11,058-20.7% | $7,775+12.8% |