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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 | $50,411 | $53,128-5.1% | $86,582-41.8% | $70,126-28.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.07% | 27.66%-17.6pp | 965.08%-955.0pp | 73.15%-63.1pp |
| Employer contribution / active EE | $971 | $2,068-53.0% | $2,839-65.8% | $2,343-58.5% |
| Participant deferral / active EE | $1,418 | $2,695-47.4% | $3,609-60.7% | $3,332-57.5% |
| Admin fee / account holder | $17,006 | $3,584+374.5% | $4,904+246.8% | $4,645+266.1% |