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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 | $51,606-8.7% | $129,339-63.6% | $80,911-41.8% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 8.97% | 20.76%-11.8pp | 9437.05%-9428.1pp | 35.63%-26.7pp |
| Employer contribution / active EE | $2,938 | $1,582+85.7% | $4,154-29.3% | $2,756+6.6% |
| Participant deferral / active EE | $1,642 | $2,669-38.5% | $4,170-60.6% | $4,297-61.8% |
| Admin fee / account holder | $8,136 | $4,310+88.8% | $7,668+6.1% | $6,935+17.3% |