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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 | $49,915 | $157,304-68.3% | $141,197-64.6% | $152,909-67.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.59% | 64.34%-54.7pp | 71.41%-61.8pp | 345.46%-335.9pp |
| Employer contribution / active EE | $4,673 | $5,263-11.2% | $4,736-1.3% | $4,764-1.9% |
| Participant deferral / active EE | $15,983 | $7,111+124.8% | $6,710+138.2% | $5,851+173.1% |
| Admin fee / account holder | $6,676 | $12,126-44.9% | $10,265-35.0% | $11,601-42.5% |