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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 | $21,115 | $162,529-87.0% | $130,788-83.9% | $154,746-86.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.10% | 510.48%-502.4pp | 386.44%-378.3pp | 172.34%-164.2pp |
| Employer contribution / active EE | $303 | $4,447-93.2% | $3,558-91.5% | $4,379-93.1% |
| Participant deferral / active EE | $1,602 | $4,808-66.7% | $4,137-61.3% | $6,730-76.2% |
| Admin fee / account holder | $4,403 | $7,669-42.6% | $6,673-34.0% | $14,365-69.3% |