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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 | $45,336 | $175,259-74.1% | $149,723-69.7% | $139,487-67.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.42% | 166.82%-159.4pp | 134.50%-127.1pp | 373.84%-366.4pp |
| Employer contribution / active EE | $4,550 | $5,478-16.9% | $4,821-5.6% | $4,755-4.3% |
| Participant deferral / active EE | $17,500 | $6,522+168.3% | $5,682+208.0% | $6,713+160.7% |
| Admin fee / account holder | $675 | $16,158-95.8% | $13,215-94.9% | $11,407-94.1% |