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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 | $40,902 | $94,766-56.8% | $112,923-63.8% | $139,487-70.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 2.78% | 40.96%-38.2pp | 34.13%-31.4pp | 373.84%-371.1pp |
| Employer contribution / active EE | $2,018 | $4,636-56.5% | $4,570-55.8% | $4,755-57.6% |
| Participant deferral / active EE | $0 | $6,523-100.0% | $6,520-100.0% | $6,713-100.0% |
| Admin fee / account holder | $535 | $8,529-93.7% | $7,046-92.4% | $11,407-95.3% |