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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 | $32,683 | $85,171-61.6% | $172,752-81.1% | $72,975-55.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 6.39% | 27.32%-20.9pp | 802.97%-796.6pp | 81.01%-74.6pp |
| Employer contribution / active EE | $2,823 | $3,324-15.1% | $5,144-45.1% | $2,440+15.7% |
| Participant deferral / active EE | $2,002 | $3,260-38.6% | $5,198-61.5% | $3,608-44.5% |
| Admin fee / account holder | $2,376 | $5,880-59.6% | $13,955-83.0% | $5,124-53.6% |