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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 | $74,836 | $217,432-65.6% | $185,849-59.7% | $167,536-55.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.23% | 148.42%-143.2pp | 122.10%-116.9pp | 478.82%-473.6pp |
| Employer contribution / active EE | $1,816 | $5,875-69.1% | $5,169-64.9% | $4,839-62.5% |
| Participant deferral / active EE | $3,250 | $6,357-48.9% | $5,569-41.6% | $6,342-48.8% |
| Admin fee / account holder | $2,680 | $19,818-86.5% | $16,244-83.5% | $12,315-78.2% |