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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 | $57,051 | $102,422-44.3% | $147,117-61.2% | $80,959-29.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 8.80% | 135.16%-126.4pp | 420.54%-411.7pp | 35.67%-26.9pp |
| Employer contribution / active EE | $4,497 | $3,717+21.0% | $4,932-8.8% | $2,757+63.1% |
| Participant deferral / active EE | $3,594 | $6,652-46.0% | $8,065-55.4% | $4,300-16.4% |
| Admin fee / account holder | $1,106 | $7,953-86.1% | $12,993-91.5% | $6,925-84.0% |