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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 | $37,748 | $121,677-69.0% | $104,625-63.9% | $158,966-76.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 1.15% | 465.58%-464.4pp | 340.60%-339.4pp | 302.95%-301.8pp |
| Employer contribution / active EE | $2,512 | $3,165-20.6% | $2,681-6.3% | $4,762-47.3% |
| Participant deferral / active EE | $1,156 | $4,175-72.3% | $3,738-69.1% | $5,983-80.7% |
| Admin fee / account holder | $8,147 | $7,777+4.8% | $6,465+26.0% | $11,250-27.6% |