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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 | $56,201 | $114,013-50.7% | $103,693-45.8% | $155,188-63.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 2.96% | 49.31%-46.4pp | 47.61%-44.7pp | 148.84%-145.9pp |
| Employer contribution / active EE | $2,816 | $3,131-10.1% | $2,920-3.6% | $4,248-33.7% |
| Participant deferral / active EE | $3,839 | $4,970-22.7% | $4,579-16.2% | $6,531-41.2% |
| Admin fee / account holder | $2,599 | $8,407-69.1% | $7,858-66.9% | $14,480-82.0% |