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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 | $55,099 | $99,053-44.4% | $88,179-37.5% | $138,895-60.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 6.05% | 78.17%-72.1pp | 64.97%-58.9pp | 145.39%-139.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $31,000 | $5,225+493.3% | $4,614+571.9% | $6,396+384.7% |
| Admin fee / account holder | $700 | $8,748-92.0% | $7,673-90.9% | $12,562-94.4% |