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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 | $51,347 | $88,672-42.1% | $105,223-51.2% | $82,448-37.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.04% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,052 | $3,048-32.7% | $3,689-44.4% | $2,551-19.5% |
| Participant deferral / active EE | $2,491 | $4,036-38.3% | $5,072-50.9% | $4,139-39.8% |
| Admin fee / account holder | $1,405 | $7,146-80.3% | $8,859-84.1% | $7,234-80.6% |