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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 | $55,457-20.8% | $77,361-43.2% | $94,015-53.3% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 0.57% | 15.57%-15.0pp | 1011.54%-1011.0pp | 17.84%-17.3pp |
| Employer contribution / active EE | $1,046 | $2,255-53.6% | $2,990-65.0% | $2,790-62.5% |
| Participant deferral / active EE | $5,364 | $3,069+74.8% | $3,911+37.2% | $4,249+26.2% |
| Admin fee / account holder | $3,094 | $4,334-28.6% | $5,894-47.5% | $8,951-65.4% |