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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 | $69,876 | $70,366-0.7% | $66,674+4.8% | $138,895-49.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 2.70% | 386.41%-383.7pp | 321.24%-318.5pp | 145.39%-142.7pp |
| Employer contribution / active EE | $1,773 | $2,765-35.9% | $2,620-32.3% | $4,194-57.7% |
| Participant deferral / active EE | $3,614 | $4,374-17.4% | $4,084-11.5% | $6,396-43.5% |
| Admin fee / account holder | $1,429 | $5,262-72.9% | $5,098-72.0% | $12,562-88.6% |