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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 | $76,599 | $111,814-31.5% | $103,374-25.9% | $145,959-47.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 1.27% | 24.77%-23.5pp | 24.89%-23.6pp | 561.95%-560.7pp |
| Employer contribution / active EE | $1,972 | $4,214-53.2% | $3,869-49.0% | $4,661-57.7% |
| Participant deferral / active EE | $9,355 | $5,618+66.5% | $5,058+85.0% | $6,689+39.9% |
| Admin fee / account holder | $617 | $9,754-93.7% | $8,394-92.6% | $13,398-95.4% |