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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 | $49,235 | $85,024-42.1% | $70,544-30.2% | $139,466-64.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 9.34% | 30.39%-21.0pp | 32.79%-23.4pp | 373.66%-364.3pp |
| Employer contribution / active EE | $6,361 | $3,912+62.6% | $2,976+113.8% | $4,754+33.8% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,382 | $8,928-73.3% | $6,427-62.9% | $11,409-79.1% |