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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 | $54,435 | $98,240-44.6% | $82,312-33.9% | $147,586-63.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 7.21% | 30.85%-23.6pp | 25.88%-18.7pp | 578.59%-571.4pp |
| Employer contribution / active EE | $1,935 | $3,192-39.4% | $2,428-20.3% | $4,876-60.3% |
| Participant deferral / active EE | $5,458 | $4,383+24.5% | $3,706+47.3% | $5,439+0.4% |
| Admin fee / account holder | $1,275 | $8,563-85.1% | $5,608-77.3% | $10,886-88.3% |