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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 | $49,561 | $135,956-63.5% | $123,894-60.0% | $273,972-81.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.94% | 56.63%-54.7pp | 47.52%-45.6pp | 41.46%-39.5pp |
| Employer contribution / active EE | $2,194 | $5,170-57.6% | $4,617-52.5% | $4,869-54.9% |
| Participant deferral / active EE | $3,366 | $6,343-46.9% | $5,984-43.8% | $5,287-36.3% |
| Admin fee / account holder | $383 | $9,817-96.1% | $8,357-95.4% | $10,133-96.2% |