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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 | $17,566 | $75,807-76.8% | $116,096-84.9% | $86,983-79.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 10.06% | 18.57%-8.5pp | 326.25%-316.2pp | 25.83%-15.8pp |
| Employer contribution / active EE | $2,434 | $1,892+28.6% | $2,503-2.8% | $2,584-5.8% |
| Participant deferral / active EE | $2,324 | $3,212-27.6% | $3,952-41.2% | $4,194-44.6% |
| Admin fee / account holder | $1,865 | $6,659-72.0% | $7,704-75.8% | $7,856-76.3% |