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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 | $76,752 | $72,071+6.5% | $68,368+12.3% | $137,256-44.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.45% | 353.14%-342.7pp | 292.57%-282.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,378 | $2,788-14.7% | $2,649-10.2% | $4,156-42.8% |
| Participant deferral / active EE | $3,808 | $4,410-13.7% | $4,123-7.6% | $6,407-40.6% |
| Admin fee / account holder | $5,383 | $5,336+0.9% | $5,150+4.5% | $12,270-56.1% |