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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 | $50,418 | $111,814-54.9% | $103,378-51.2% | $145,978-65.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.19% | 24.80%-16.6pp | 24.91%-16.7pp | 550.52%-542.3pp |
| Employer contribution / active EE | $2,497 | $4,215-40.8% | $3,870-35.5% | $4,662-46.4% |
| Participant deferral / active EE | $3,173 | $5,618-43.5% | $5,058-37.3% | $6,690-52.6% |
| Admin fee / account holder | $552 | $9,764-94.3% | $8,401-93.4% | $13,400-95.9% |