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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 | $55,194 | $89,370-38.2% | $141,197-60.9% | $72,976-24.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 2.40% | 111.88%-109.5pp | 71.41%-69.0pp | 81.02%-78.6pp |
| Employer contribution / active EE | $2,224 | $3,115-28.6% | $4,736-53.0% | $2,440-8.8% |
| Participant deferral / active EE | $5,692 | $5,419+5.0% | $6,710-15.2% | $3,608+57.8% |
| Admin fee / account holder | $6,201 | $5,957+4.1% | $10,265-39.6% | $5,124+21.0% |