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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 | $50,057 | $70,418-28.9% | $96,570-48.2% | $85,847-41.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 9.97% | 18.59%-8.6pp | 37.79%-27.8pp | 318.61%-308.6pp |
| Employer contribution / active EE | $1,913 | $1,413+35.3% | $2,357-18.9% | $2,565-25.4% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,930 | $4,995+58.7% | $6,182+28.3% | $6,261+26.7% |