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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 | $48,213 | $111,814-56.9% | $103,374-53.4% | $145,959-67.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.15% | 24.77%-19.6pp | 24.89%-19.7pp | 561.95%-556.8pp |
| Employer contribution / active EE | $11,084 | $4,214+163.0% | $3,869+186.4% | $4,661+137.8% |
| Participant deferral / active EE | $5,026 | $5,618-10.5% | $5,058-0.6% | $6,689-24.9% |
| Admin fee / account holder | $2,215 | $9,754-77.3% | $8,394-73.6% | $13,398-83.5% |