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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 | $57,412 | $61,789-7.1% | $97,167-40.9% | $80,874-29.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 8.37% | -557.90%+566.3pp | 75.27%-66.9pp | 35.62%-27.2pp |
| Employer contribution / active EE | $2,427 | $1,837+32.1% | $2,729-11.1% | $2,756-11.9% |
| Participant deferral / active EE | $4,789 | $3,028+58.1% | $4,264+12.3% | $4,297+11.5% |
| Admin fee / account holder | $2,169 | $5,168-58.0% | $5,650-61.6% | $6,935-68.7% |