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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 | $52,249 | $185,312-71.8% | $161,489-67.6% | $154,746-66.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.39% | 103.84%-95.5pp | 89.72%-81.3pp | 172.34%-164.0pp |
| Employer contribution / active EE | $11,291 | $4,769+136.8% | $4,268+164.5% | $4,379+157.8% |
| Participant deferral / active EE | $2,004 | $6,350-68.4% | $5,630-64.4% | $6,730-70.2% |
| Admin fee / account holder | $833 | $18,654-95.5% | $16,006-94.8% | $14,365-94.2% |