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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 | $41,223 | $84,236-51.1% | $170,435-75.8% | $70,126-41.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.00% | 23.06%-15.1pp | 205.94%-197.9pp | 73.15%-65.1pp |
| Employer contribution / active EE | $1,959 | $3,387-42.2% | $5,432-63.9% | $2,343-16.4% |
| Participant deferral / active EE | $2,740 | $3,086-11.2% | $4,939-44.5% | $3,332-17.8% |
| Admin fee / account holder | $2,693 | $5,698-52.7% | $13,881-80.6% | $4,645-42.0% |