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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 | $47,156 | $72,071-34.6% | $68,368-31.0% | $137,256-65.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.49% | 353.14%-344.7pp | 292.57%-284.1pp | 220.34%-211.9pp |
| Employer contribution / active EE | $2,579 | $2,788-7.5% | $2,649-2.6% | $4,156-37.9% |
| Participant deferral / active EE | $8,231 | $4,410+86.7% | $4,123+99.7% | $6,407+28.5% |
| Admin fee / account holder | $3,828 | $5,336-28.3% | $5,150-25.7% | $12,270-68.8% |