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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 | $61,858 | $183,988-66.4% | $162,177-61.9% | $152,897-59.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.39% | 150.79%-138.4pp | 115.60%-103.2pp | 345.43%-333.0pp |
| Employer contribution / active EE | $1,935 | $6,370-69.6% | $5,613-65.5% | $4,764-59.4% |
| Participant deferral / active EE | $10,433 | $8,032+29.9% | $7,297+43.0% | $5,851+78.3% |
| Admin fee / account holder | $7,813 | $13,123-40.5% | $10,843-27.9% | $11,599-32.6% |