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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 | $27,568 | $103,387-73.3% | $87,102-68.4% | $152,885-82.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.41% | 28.10%-27.7pp | 28.19%-27.8pp | 345.39%-345.0pp |
| Employer contribution / active EE | $2,542 | $3,221-21.1% | $2,521+0.8% | $4,763-46.6% |
| Participant deferral / active EE | $4,979 | $4,778+4.2% | $4,048+23.0% | $5,851-14.9% |
| Admin fee / account holder | $5,476 | $12,193-55.1% | $7,491-26.9% | $11,598-52.8% |