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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 | $47,479-7.5% | $62,929-30.2% | $82,448-46.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 0.57% | 20.34%-19.8pp | 1063.93%-1063.4pp | 41.64%-41.1pp |
| Employer contribution / active EE | $1,046 | $1,885-44.5% | $2,505-58.2% | $2,551-59.0% |
| Participant deferral / active EE | $5,364 | $2,870+86.9% | $3,888+38.0% | $4,139+29.6% |
| Admin fee / account holder | $3,094 | $3,804-18.7% | $5,065-38.9% | $7,234-57.2% |