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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 | $47,331 | $50,554-6.4% | $67,681-30.1% | $87,485-45.9% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.70% | 17.81%-7.1pp | 590.58%-579.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $1,810 | $1,988-9.0% | $2,678-32.4% | $2,596-30.3% |
| Participant deferral / active EE | $2,124 | $2,961-28.3% | $3,976-46.6% | $4,274-50.3% |
| Admin fee / account holder | $8,118 | $4,132+96.4% | $6,100+33.1% | $7,775+4.4% |