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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 | $60,497 | $85,060-28.9% | $70,548-14.2% | $139,456-56.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 9.99% | 30.38%-20.4pp | 32.78%-22.8pp | 373.45%-363.5pp |
| Employer contribution / active EE | $1,802 | $3,911-53.9% | $2,975-39.4% | $4,753-62.1% |
| Participant deferral / active EE | $3,632 | $5,890-38.3% | $4,567-20.5% | $6,711-45.9% |
| Admin fee / account holder | $1,085 | $8,925-87.8% | $6,424-83.1% | $11,407-90.5% |