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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 | $47,103 | $51,638-8.8% | $129,406-63.6% | $80,959-41.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 8.97% | 20.78%-11.8pp | 9468.18%-9459.2pp | 35.67%-26.7pp |
| Employer contribution / active EE | $2,938 | $1,584+85.6% | $4,155-29.3% | $2,757+6.6% |
| Participant deferral / active EE | $1,642 | $2,670-38.5% | $4,167-60.6% | $4,300-61.8% |
| Admin fee / account holder | $8,136 | $4,313+88.6% | $7,689+5.8% | $6,925+17.5% |