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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 | $49,086 | $176,794-72.2% | $146,647-66.5% | $167,553-70.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.11% | 24.04%-19.9pp | 22.75%-18.6pp | 478.89%-474.8pp |
| Employer contribution / active EE | $6,617 | $5,161+28.2% | $4,137+60.0% | $4,840+36.7% |
| Participant deferral / active EE | $5,159 | $6,440-19.9% | $5,506-6.3% | $6,343-18.7% |
| Admin fee / account holder | $1,355 | $13,262-89.8% | $10,281-86.8% | $12,316-89.0% |