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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 | $29,530 | $201,372-85.3% | $184,260-84.0% | $145,884-79.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.52% | 29.04%-21.5pp | 28.84%-21.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $2,661 | $7,024-62.1% | $6,427-58.6% | $4,662-42.9% |
| Participant deferral / active EE | $5,461 | $9,808-44.3% | $9,133-40.2% | $6,690-18.4% |
| Admin fee / account holder | $13,184 | $16,362-19.4% | $13,898-5.1% | $13,392-1.6% |