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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 | $41,162 | $98,776-58.3% | $149,745-72.5% | $79,856-48.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 6.39% | 27.38%-21.0pp | 276.72%-270.3pp | 31.71%-25.3pp |
| Employer contribution / active EE | $1,979 | $3,217-38.5% | $4,646-57.4% | $2,471-19.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $703 | $6,053-88.4% | $9,312-92.5% | $5,306-86.8% |