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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 | $56,728 | $58,828-3.6% | $78,002-27.3% | $62,881-9.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 3.42% | 17.16%-13.7pp | 425.99%-422.6pp | 20.14%-16.7pp |
| Employer contribution / active EE | $2,000 | $1,672+19.6% | $2,470-19.0% | $2,281-12.3% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,237 | $4,393+19.2% | $5,481-4.5% | $4,296+21.9% |