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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 | $29,780 | $51,184-41.8% | $66,439-55.2% | $86,983-65.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 8.57% | 17.07%-8.5pp | 757.66%-749.1pp | 25.83%-17.3pp |
| Employer contribution / active EE | $998 | $2,023-50.7% | $2,637-62.2% | $2,584-61.4% |
| Participant deferral / active EE | $3,495 | $2,927+19.4% | $3,876-9.8% | $4,194-16.7% |
| Admin fee / account holder | $7,446 | $4,154+79.2% | $6,173+20.6% | $7,856-5.2% |