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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 | $33,996 | $51,606-34.1% | $129,339-73.7% | $80,911-58.0% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 9.17% | 20.76%-11.6pp | 9437.05%-9427.9pp | 35.63%-26.5pp |
| Employer contribution / active EE | $2,634 | $1,582+66.5% | $4,154-36.6% | $2,756-4.4% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,170-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,078 | $4,310+203.4% | $7,668+70.6% | $6,935+88.6% |