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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 | $62,167 | $51,184+21.5% | $66,439-6.4% | $86,983-28.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 9.80% | 17.07%-7.3pp | 757.66%-747.9pp | 25.83%-16.0pp |
| Employer contribution / active EE | $1,072 | $2,023-47.0% | $2,637-59.3% | $2,584-58.5% |
| Participant deferral / active EE | $1,738 | $2,927-40.6% | $3,876-55.1% | $4,194-58.5% |
| Admin fee / account holder | $3,564 | $4,154-14.2% | $6,173-42.3% | $7,856-54.6% |