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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 | $51,604-24.4% | $129,295-69.8% | $80,874-51.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 10.25% | 20.76%-10.5pp | 9429.28%-9419.0pp | 35.62%-25.4pp |
| Employer contribution / active EE | $3,010 | $1,585+90.0% | $4,157-27.6% | $2,756+9.2% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,284 | $4,310+22.6% | $7,665-31.1% | $6,935-23.8% |