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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 | $39,019 | $51,638-24.4% | $129,406-69.8% | $80,959-51.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 10.25% | 20.78%-10.5pp | 9468.18%-9457.9pp | 35.67%-25.4pp |
| Employer contribution / active EE | $3,010 | $1,584+90.1% | $4,155-27.6% | $2,757+9.2% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,284 | $4,313+22.5% | $7,689-31.3% | $6,925-23.7% |