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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 | $85,647 | $69,118+23.9% | $53,647+59.7% | $138,895-38.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 56.3%+43.7pp | 79.9%+20.1pp |
| Annual return | 1.32% | 248.26%-246.9pp | 358.33%-357.0pp | 145.39%-144.1pp |
| Employer contribution / active EE | $1,100 | $1,189-7.6% | $962+14.3% | $4,194-73.8% |
| Participant deferral / active EE | $1,850 | $2,274-18.6% | $1,813+2.0% | $6,396-71.1% |
| Admin fee / account holder | $2,529 | $2,724-7.2% | $2,460+2.8% | $12,562-79.9% |