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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 | $43,920 | $50,554-13.1% | $67,681-35.1% | $87,485-49.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 0.57% | 17.81%-17.2pp | 590.58%-590.0pp | 26.06%-25.5pp |
| Employer contribution / active EE | $1,046 | $1,988-47.4% | $2,678-60.9% | $2,596-59.7% |
| Participant deferral / active EE | $5,364 | $2,961+81.1% | $3,976+34.9% | $4,274+25.5% |
| Admin fee / account holder | $3,094 | $4,132-25.1% | $6,100-49.3% | $7,775-60.2% |