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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 | $119,077 | $100,262+18.8% | $81,370+46.3% | $145,897-18.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 1.44% | 34.52%-33.1pp | 24.85%-23.4pp | 552.29%-550.9pp |
| Employer contribution / active EE | $1,565 | $2,979-47.5% | $2,464-36.5% | $4,663-66.4% |
| Participant deferral / active EE | $2,449 | $4,612-46.9% | $3,885-37.0% | $6,689-63.4% |
| Admin fee / account holder | $3,471 | $8,163-57.5% | $5,749-39.6% | $13,390-74.1% |