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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 | $47,221 | $106,923-55.8% | $84,023-43.8% | $152,909-69.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.21% | 105.02%-100.8pp | 71.32%-67.1pp | 345.46%-341.3pp |
| Employer contribution / active EE | $1,632 | $2,735-40.4% | $1,984-17.8% | $4,764-65.8% |
| Participant deferral / active EE | $2,028 | $4,013-49.5% | $3,239-37.4% | $5,851-65.3% |
| Admin fee / account holder | $1,901 | $8,289-77.1% | $6,102-68.8% | $11,601-83.6% |